SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $68,000 | -5.6% | 1,166 | +0.6% | 0.02% | -4.2% |
| Q2 2022 | $72,000 | -12.2% | 1,159 | +0.6% | 0.02% | +4.3% |
| Q1 2022 | $82,000 | -1.2% | 1,152 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $83,000 | +9.2% | 1,146 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $76,000 | -19.1% | 1,140 | -17.6% | 0.02% | -17.9% |
| Q2 2021 | $94,000 | +5.6% | 1,384 | +0.5% | 0.03% | 0.0% |
| Q1 2021 | $89,000 | +9.9% | 1,377 | +0.4% | 0.03% | +7.7% |
| Q4 2020 | $81,000 | +14.1% | 1,371 | +0.7% | 0.03% | 0.0% |
| Q3 2020 | $71,000 | +6.0% | 1,362 | +1.3% | 0.03% | +8.3% |
| Q2 2020 | $67,000 | +13.6% | 1,345 | +0.7% | 0.02% | +4.3% |
| Q1 2020 | $59,000 | -25.3% | 1,335 | +0.9% | 0.02% | -11.5% |
| Q4 2019 | $79,000 | -13.2% | 1,323 | -17.8% | 0.03% | -18.8% |
| Q3 2019 | $91,000 | +550.0% | 1,610 | +429.6% | 0.03% | +433.3% |
| Q4 2018 | $14,000 | -12.5% | 304 | +1.3% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | – | 300 | – | 0.01% | – |
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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% |