SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $21,000 | +10.5% | 424 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $19,000 | -64.2% | 424 | -51.7% | 0.00% | -63.6% |
Q4 2019 | $53,000 | -52.3% | 877 | -55.6% | 0.01% | -57.7% |
Q3 2019 | $111,000 | -1.8% | 1,974 | -2.2% | 0.03% | +4.0% |
Q2 2019 | $113,000 | 0.0% | 2,019 | -2.2% | 0.02% | -10.7% |
Q1 2019 | $113,000 | -16.9% | 2,065 | -24.9% | 0.03% | -26.3% |
Q4 2018 | $136,000 | -11.7% | 2,750 | 0.0% | 0.04% | +2.7% |
Q3 2018 | $154,000 | -5.5% | 2,750 | -10.1% | 0.04% | -9.8% |
Q2 2018 | $163,000 | +75.3% | 3,060 | +73.7% | 0.04% | +64.0% |
Q1 2018 | $93,000 | -54.2% | 1,762 | -52.4% | 0.02% | -56.1% |
Q4 2017 | $203,000 | +25.3% | 3,705 | +18.4% | 0.06% | +16.3% |
Q3 2017 | $162,000 | +10.2% | 3,129 | +7.6% | 0.05% | +6.5% |
Q2 2017 | $147,000 | -16.9% | 2,907 | -18.5% | 0.05% | -24.6% |
Q1 2017 | $177,000 | +7.3% | 3,565 | +3.8% | 0.06% | -3.2% |
Q4 2016 | $165,000 | +587.5% | 3,435 | +543.3% | 0.06% | +530.0% |
Q3 2016 | $24,000 | -41.5% | 534 | -41.4% | 0.01% | -41.2% |
Q2 2016 | $41,000 | -21.2% | 911 | -23.8% | 0.02% | -29.2% |
Q1 2016 | $52,000 | – | 1,196 | – | 0.02% | – |
Download |
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% |