SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,000 | -58.8% | 100 | -61.1% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 257 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | -83.8% | 257 | -84.1% | 0.00% | – |
| Q1 2021 | $105,000 | +238.7% | 1,620 | +208.0% | 0.00% | – |
| Q4 2020 | $31,000 | +416.7% | 526 | +426.0% | 0.00% | – |
| Q4 2019 | $6,000 | -14.3% | 100 | -24.8% | 0.00% | – |
| Q3 2018 | $7,000 | -50.0% | 133 | -51.5% | 0.00% | -100.0% |
| Q1 2018 | $14,000 | +180.0% | 274 | +174.0% | 0.00% | – |
| Q3 2017 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
| Q2 2015 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |