SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,680,190 | +2.9% | 88,120 | +7.1% | 2.33% | +1.3% |
| Q2 2023 | $5,521,817 | +2.4% | 82,305 | +0.1% | 2.30% | +0.7% |
| Q1 2023 | $5,392,421 | +9.4% | 82,227 | +10.2% | 2.28% | +0.5% |
| Q4 2022 | $4,928,368 | +17.6% | 74,650 | +4.2% | 2.27% | +7.5% |
| Q3 2022 | $4,190,000 | -3.9% | 71,610 | +2.5% | 2.11% | +2.0% |
| Q2 2022 | $4,359,000 | -9.6% | 69,840 | +3.4% | 2.07% | +8.1% |
| Q1 2022 | $4,823,000 | +0.3% | 67,561 | +2.8% | 1.92% | +5.2% |
| Q4 2021 | $4,810,000 | +14.9% | 65,690 | +5.8% | 1.82% | +8.1% |
| Q3 2021 | $4,188,000 | -0.3% | 62,064 | +1.0% | 1.68% | -2.0% |
| Q2 2021 | $4,200,000 | +5.5% | 61,430 | +0.8% | 1.72% | -0.7% |
| Q1 2021 | $3,980,000 | +9.9% | 60,972 | +0.3% | 1.73% | +3.9% |
| Q4 2020 | $3,620,000 | +16.2% | 60,807 | -2.2% | 1.66% | -0.6% |
| Q3 2020 | $3,115,000 | 0.0% | 62,169 | +0.0% | 1.67% | -0.1% |
| Q2 2020 | $3,115,000 | +17.0% | 62,168 | +3.3% | 1.68% | +2.3% |
| Q1 2020 | $2,663,000 | -24.9% | 60,154 | +2.0% | 1.64% | -10.1% |
| Q4 2019 | $3,546,000 | +5.5% | 58,982 | -0.5% | 1.82% | -1.7% |
| Q3 2019 | $3,361,000 | -0.0% | 59,252 | -1.1% | 1.85% | +0.3% |
| Q2 2019 | $3,362,000 | +3.5% | 59,893 | +0.9% | 1.85% | +0.6% |
| Q1 2019 | $3,249,000 | +11.6% | 59,357 | +0.5% | 1.84% | +6.4% |
| Q4 2018 | $2,911,000 | -9.5% | 59,078 | +3.0% | 1.73% | -6.8% |
| Q3 2018 | $3,217,000 | +5.8% | 57,367 | +0.2% | 1.85% | +2.6% |
| Q2 2018 | $3,041,000 | +4.1% | 57,255 | +3.5% | 1.80% | +1.9% |
| Q1 2018 | $2,922,000 | -3.9% | 55,308 | -0.6% | 1.77% | -4.0% |
| Q4 2017 | $3,041,000 | +9.4% | 55,642 | +3.7% | 1.84% | +6.0% |
| Q3 2017 | $2,780,000 | +4.6% | 53,645 | +1.3% | 1.74% | -0.7% |
| Q2 2017 | $2,658,000 | +5.4% | 52,953 | +4.3% | 1.75% | +0.5% |
| Q1 2017 | $2,522,000 | -28.5% | 50,757 | -30.8% | 1.74% | -29.2% |
| Q4 2016 | $3,528,000 | +3.2% | 73,365 | -2.2% | 2.46% | +4.1% |
| Q3 2016 | $3,417,000 | +4.6% | 75,001 | +2.9% | 2.36% | +1.2% |
| Q2 2016 | $3,266,000 | +5.2% | 72,920 | +1.5% | 2.33% | +7.4% |
| Q1 2016 | $3,104,000 | -5.7% | 71,861 | -7.4% | 2.17% | -4.5% |
| Q4 2015 | $3,293,000 | +8.6% | 77,592 | +1.9% | 2.28% | +0.7% |
| Q3 2015 | $3,031,000 | +10.1% | 76,127 | +19.0% | 2.26% | +10.3% |
| Q2 2015 | $2,753,000 | +26.7% | 63,967 | +27.4% | 2.05% | +26.0% |
| Q1 2015 | $2,172,000 | +34.0% | 50,200 | +36.6% | 1.62% | +21.3% |
| Q4 2014 | $1,621,000 | – | 36,754 | – | 1.34% | – |
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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% |