SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,608,395 | -11.6% | 40,465 | +9.4% | 0.04% | -7.0% |
| Q2 2023 | $2,950,612 | +825.7% | 37,000 | +485.4% | 0.04% | +760.0% |
| Q1 2023 | $318,751 | -90.9% | 6,321 | -88.1% | 0.01% | -92.1% |
| Q4 2022 | $3,502,470 | +1.8% | 53,052 | -9.8% | 0.06% | -19.2% |
| Q3 2022 | $3,442,000 | +15.3% | 58,827 | +23.0% | 0.08% | +16.4% |
| Q2 2022 | $2,985,000 | -30.2% | 47,823 | -20.2% | 0.07% | -28.7% |
| Q1 2022 | $4,277,000 | +14.8% | 59,910 | +17.7% | 0.09% | +6.8% |
| Q4 2021 | $3,727,000 | +12.1% | 50,902 | +3.3% | 0.09% | -3.3% |
| Q3 2021 | $3,324,000 | -0.8% | 49,254 | +0.5% | 0.09% | -2.2% |
| Q2 2021 | $3,351,000 | +4.0% | 49,007 | -0.7% | 0.09% | -8.8% |
| Q1 2021 | $3,222,000 | -2.2% | 49,354 | -10.8% | 0.10% | -12.1% |
| Q4 2020 | $3,295,000 | -29.5% | 55,356 | -38.2% | 0.12% | -42.3% |
| Q3 2020 | $4,677,000 | -31.3% | 89,617 | -34.0% | 0.20% | -30.9% |
| Q2 2020 | $6,805,000 | +12.4% | 135,811 | -0.7% | 0.29% | -1.7% |
| Q1 2020 | $6,052,000 | -10.1% | 136,708 | +22.1% | 0.30% | +6.9% |
| Q4 2019 | $6,731,000 | +224.7% | 111,962 | +206.4% | 0.28% | +168.9% |
| Q3 2019 | $2,073,000 | +8.1% | 36,547 | +7.0% | 0.10% | -14.2% |
| Q2 2019 | $1,918,000 | +26.0% | 34,159 | +22.8% | 0.12% | -17.8% |
| Q1 2019 | $1,522,000 | +25.9% | 27,810 | +13.4% | 0.15% | +57.0% |
| Q4 2018 | $1,209,000 | +57.4% | 24,518 | +79.0% | 0.09% | +55.0% |
| Q3 2018 | $768,000 | +282.1% | 13,698 | +262.4% | 0.06% | +215.8% |
| Q2 2018 | $201,000 | -24.2% | 3,780 | -24.6% | 0.02% | -26.9% |
| Q1 2018 | $265,000 | -3.3% | 5,015 | 0.0% | 0.03% | -10.3% |
| Q4 2017 | $274,000 | +6.6% | 5,015 | +1.0% | 0.03% | -3.3% |
| Q3 2017 | $257,000 | +3.2% | 4,965 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $249,000 | +0.8% | 4,965 | 0.0% | 0.03% | -8.8% |
| Q1 2017 | $247,000 | -11.2% | 4,965 | -14.0% | 0.03% | -17.1% |
| Q4 2016 | $278,000 | +23.0% | 5,776 | +16.3% | 0.04% | +17.1% |
| Q3 2016 | $226,000 | +1.8% | 4,965 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $222,000 | -1.3% | 4,965 | -4.8% | 0.04% | 0.0% |
| Q1 2016 | $225,000 | -94.0% | 5,215 | -94.1% | 0.04% | -94.4% |
| Q4 2015 | $3,738,000 | +28.9% | 88,084 | +21.0% | 0.63% | +13.6% |
| Q3 2015 | $2,899,000 | +170.9% | 72,814 | +177.1% | 0.55% | +98.9% |
| Q4 2013 | $1,070,000 | – | 26,275 | – | 0.28% | – |
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% |