SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,130 | -44.1% | 855 | -41.8% | 0.00% | -42.9% |
| Q2 2023 | $98,608 | +5.8% | 1,470 | +3.4% | 0.01% | 0.0% |
| Q1 2023 | $93,219 | -16.9% | 1,421 | -16.4% | 0.01% | -22.2% |
| Q4 2022 | $112,187 | -41.3% | 1,699 | -42.1% | 0.01% | -50.0% |
| Q3 2022 | $191,000 | -19.1% | 2,936 | -22.2% | 0.02% | +5.9% |
| Q2 2022 | $236,000 | -16.9% | 3,776 | -5.2% | 0.02% | -15.0% |
| Q1 2022 | $284,000 | -8.1% | 3,983 | -5.7% | 0.02% | 0.0% |
| Q4 2021 | $309,000 | -3.7% | 4,222 | -11.4% | 0.02% | -9.1% |
| Q3 2021 | $321,000 | -8.3% | 4,764 | -7.0% | 0.02% | -4.3% |
| Q2 2021 | $350,000 | +4.8% | 5,123 | +0.1% | 0.02% | +4.5% |
| Q1 2021 | $334,000 | -37.7% | 5,118 | -43.1% | 0.02% | -52.2% |
| Q4 2020 | $536,000 | -4.5% | 8,997 | -16.3% | 0.05% | -19.3% |
| Q3 2020 | $561,000 | -4.3% | 10,750 | -8.1% | 0.06% | -9.5% |
| Q2 2020 | $586,000 | -6.2% | 11,701 | -17.1% | 0.06% | -16.0% |
| Q1 2020 | $625,000 | -44.6% | 14,108 | -24.8% | 0.08% | -26.5% |
| Q4 2019 | $1,128,000 | +0.3% | 18,758 | -5.4% | 0.10% | -1.0% |
| Q3 2019 | $1,125,000 | -1.1% | 19,822 | -2.1% | 0.10% | +2.0% |
| Q2 2019 | $1,137,000 | +43.7% | 20,253 | +40.1% | 0.10% | +44.3% |
| Q1 2019 | $791,000 | +12.7% | 14,454 | +1.5% | 0.07% | -2.8% |
| Q4 2018 | $702,000 | -28.1% | 14,245 | -18.2% | 0.07% | -28.0% |
| Q3 2018 | $977,000 | +8.1% | 17,421 | +2.3% | 0.10% | +1.0% |
| Q2 2018 | $904,000 | -5.2% | 17,027 | -5.7% | 0.10% | -13.2% |
| Q1 2018 | $954,000 | -1.1% | 18,059 | +2.3% | 0.11% | -3.4% |
| Q4 2017 | $965,000 | +5.8% | 17,647 | +0.3% | 0.12% | -1.7% |
| Q3 2017 | $912,000 | +11.8% | 17,594 | +8.2% | 0.12% | +2.6% |
| Q2 2017 | $816,000 | +230.4% | 16,257 | +227.1% | 0.12% | +277.4% |
| Q1 2017 | $247,000 | -4.3% | 4,970 | -7.3% | 0.03% | -13.9% |
| Q4 2016 | $258,000 | +6.2% | 5,364 | +0.5% | 0.04% | +12.5% |
| Q3 2016 | $243,000 | +35.0% | 5,337 | +32.9% | 0.03% | +28.0% |
| Q2 2016 | $180,000 | +4.0% | 4,017 | +0.5% | 0.02% | -28.6% |
| Q1 2016 | $173,000 | +620.8% | 3,999 | +618.0% | 0.04% | +600.0% |
| Q4 2015 | $24,000 | +9.1% | 557 | +0.5% | 0.01% | 0.0% |
| Q3 2015 | $22,000 | -18.5% | 554 | -10.4% | 0.01% | -16.7% |
| Q2 2015 | $27,000 | – | 618 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |