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 | $18,558,936 | -2.4% | 287,914 | +1.6% | 0.02% | 0.0% |
| Q2 2023 | $19,010,027 | -2.9% | 283,351 | -5.1% | 0.02% | -10.7% |
| Q1 2023 | $19,578,567 | -29.8% | 298,545 | -29.3% | 0.03% | -33.3% |
| Q4 2022 | $27,875,411 | +93.0% | 422,226 | +71.1% | 0.04% | +68.0% |
| Q3 2022 | $14,443,000 | -8.2% | 246,842 | -2.0% | 0.02% | -3.8% |
| Q2 2022 | $15,730,000 | -11.6% | 251,998 | +1.1% | 0.03% | -7.1% |
| Q1 2022 | $17,798,000 | +53.2% | 249,315 | +57.1% | 0.03% | +47.4% |
| Q4 2021 | $11,616,000 | -14.0% | 158,651 | -20.7% | 0.02% | -20.8% |
| Q3 2021 | $13,508,000 | +22.9% | 200,177 | +24.5% | 0.02% | +20.0% |
| Q2 2021 | $10,990,000 | +3.1% | 160,748 | -1.6% | 0.02% | -4.8% |
| Q1 2021 | $10,661,000 | +6.9% | 163,319 | -2.6% | 0.02% | -4.5% |
| Q4 2020 | $9,977,000 | +17.8% | 167,595 | +3.2% | 0.02% | 0.0% |
| Q3 2020 | $8,472,000 | +72.9% | 162,322 | +66.0% | 0.02% | +57.1% |
| Q2 2020 | $4,900,000 | +301.3% | 97,781 | +254.5% | 0.01% | +250.0% |
| Q1 2020 | $1,221,000 | -35.3% | 27,584 | -12.1% | 0.00% | -33.3% |
| Q4 2019 | $1,886,000 | +23.5% | 31,368 | +16.5% | 0.01% | +20.0% |
| Q3 2019 | $1,527,000 | +2.8% | 26,925 | +1.8% | 0.01% | 0.0% |
| Q2 2019 | $1,485,000 | +34.1% | 26,452 | +30.8% | 0.01% | +25.0% |
| Q1 2019 | $1,107,000 | +7.2% | 20,219 | -3.6% | 0.00% | 0.0% |
| Q4 2018 | $1,033,000 | -31.2% | 20,966 | -21.7% | 0.00% | -33.3% |
| Q3 2018 | $1,501,000 | +22.3% | 26,773 | +15.9% | 0.01% | +20.0% |
| Q2 2018 | $1,227,000 | +1.7% | 23,093 | +1.1% | 0.01% | 0.0% |
| Q1 2018 | $1,207,000 | +3.3% | 22,842 | +6.9% | 0.01% | 0.0% |
| Q4 2017 | $1,168,000 | -5.5% | 21,371 | -10.4% | 0.01% | -16.7% |
| Q3 2017 | $1,236,000 | -31.0% | 23,857 | -33.2% | 0.01% | -33.3% |
| Q2 2017 | $1,792,000 | +2.4% | 35,694 | +1.3% | 0.01% | -10.0% |
| Q1 2017 | $1,750,000 | -5.9% | 35,235 | -8.9% | 0.01% | -9.1% |
| Q4 2016 | $1,860,000 | +167.6% | 38,678 | +153.5% | 0.01% | +175.0% |
| Q3 2016 | $695,000 | +23.0% | 15,260 | +20.9% | 0.00% | 0.0% |
| Q2 2016 | $565,000 | +7.8% | 12,623 | +4.0% | 0.00% | 0.0% |
| Q1 2016 | $524,000 | 0.0% | 12,133 | -1.7% | 0.00% | 0.0% |
| Q4 2015 | $524,000 | +3.6% | 12,341 | -2.8% | 0.00% | 0.0% |
| Q3 2015 | $506,000 | -4.9% | 12,698 | +2.7% | 0.00% | -20.0% |
| Q2 2015 | $532,000 | -0.6% | 12,360 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $535,000 | -1.8% | 12,360 | 0.0% | 0.01% | -16.7% |
| Q4 2014 | $545,000 | +3306.2% | 12,360 | +3187.2% | 0.01% | – |
| Q3 2014 | $16,000 | +166.7% | 376 | +174.5% | 0.00% | – |
| Q2 2014 | $6,000 | 0.0% | 137 | 0.0% | 0.00% | – |
| Q1 2014 | $6,000 | 0.0% | 137 | 0.0% | 0.00% | – |
| Q4 2013 | $6,000 | – | 137 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |