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 | $210,456 | -15.3% | 3,384 | -6.5% | 0.01% | -15.4% |
| Q2 2023 | $248,399 | +10.5% | 3,620 | +7.1% | 0.01% | 0.0% |
| Q1 2023 | $224,877 | +8.6% | 3,381 | -7.8% | 0.01% | -56.7% |
| Q2 2019 | $207,000 | +1.5% | 3,666 | +0.7% | 0.03% | 0.0% |
| Q1 2019 | $204,000 | +142.9% | 3,641 | +125.6% | 0.03% | +130.8% |
| Q3 2018 | $84,000 | -1.2% | 1,614 | +1.4% | 0.01% | 0.0% |
| Q2 2018 | $85,000 | +1.2% | 1,591 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $84,000 | -2.3% | 1,591 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $86,000 | +1620.0% | 1,581 | +1497.0% | 0.01% | +1300.0% |
| Q3 2017 | $5,000 | +66.7% | 99 | +76.8% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -40.0% | 56 | -42.9% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | – | 98 | – | 0.00% | – |
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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% |