SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $251,000 | -18.5% | 4,287 | -13.0% | 0.06% | -9.5% |
| Q2 2022 | $308,000 | -12.5% | 4,927 | 0.0% | 0.06% | -4.5% |
| Q1 2022 | $352,000 | -2.5% | 4,927 | 0.0% | 0.07% | +29.4% |
| Q4 2021 | $361,000 | +8.7% | 4,927 | 0.0% | 0.05% | +15.9% |
| Q3 2021 | $332,000 | -9.8% | 4,927 | -8.4% | 0.04% | -6.4% |
| Q2 2021 | $368,000 | +4.8% | 5,376 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $351,000 | +7.7% | 5,376 | -1.9% | 0.05% | +4.4% |
| Q4 2020 | $326,000 | +4.5% | 5,478 | -8.3% | 0.04% | -4.3% |
| Q3 2020 | $312,000 | +2.6% | 5,971 | -1.6% | 0.05% | -6.0% |
| Q2 2020 | $304,000 | -5.9% | 6,070 | -16.7% | 0.05% | -16.7% |
| Q1 2020 | $323,000 | -35.8% | 7,291 | -12.8% | 0.06% | -20.0% |
| Q4 2019 | $503,000 | +6.1% | 8,361 | +0.1% | 0.08% | +7.1% |
| Q3 2019 | $474,000 | -4.2% | 8,356 | -5.1% | 0.07% | +6.1% |
| Q2 2019 | $495,000 | +2.7% | 8,809 | 0.0% | 0.07% | +1.5% |
| Q1 2019 | $482,000 | -4.6% | 8,809 | -14.1% | 0.06% | -15.6% |
| Q4 2018 | $505,000 | -6.5% | 10,254 | +6.6% | 0.08% | +6.9% |
| Q3 2018 | $540,000 | +5.7% | 9,622 | +0.0% | 0.07% | -6.5% |
| Q2 2018 | $511,000 | -10.2% | 9,619 | -10.7% | 0.08% | -10.5% |
| Q1 2018 | $569,000 | +0.7% | 10,776 | +4.3% | 0.09% | +2.4% |
| Q4 2017 | $565,000 | +13.7% | 10,333 | +7.8% | 0.08% | -3.4% |
| Q3 2017 | $497,000 | +25.5% | 9,583 | +21.4% | 0.09% | +33.8% |
| Q2 2017 | $396,000 | -39.2% | 7,896 | -39.7% | 0.06% | -45.4% |
| Q1 2017 | $651,000 | -3.4% | 13,103 | -6.6% | 0.12% | -16.8% |
| Q4 2016 | $674,000 | +5.5% | 14,023 | +0.0% | 0.14% | +5.1% |
| Q3 2016 | $639,000 | +1.8% | 14,022 | +0.0% | 0.14% | -2.9% |
| Q2 2016 | $628,000 | +4.5% | 14,021 | +0.7% | 0.14% | +2.9% |
| Q1 2016 | $601,000 | -8.0% | 13,917 | -9.6% | 0.14% | -6.8% |
| Q4 2015 | $653,000 | -1.5% | 15,393 | -7.5% | 0.15% | -18.0% |
| Q3 2015 | $663,000 | -12.5% | 16,640 | -5.6% | 0.18% | -6.3% |
| Q2 2015 | $758,000 | -22.0% | 17,625 | -21.6% | 0.19% | -26.1% |
| Q1 2015 | $972,000 | -7.3% | 22,470 | -5.4% | 0.26% | -9.2% |
| Q4 2014 | $1,048,000 | +3.5% | 23,757 | +0.0% | 0.28% | -1.0% |
| Q3 2014 | $1,013,000 | -2.1% | 23,752 | -1.7% | 0.29% | +46.7% |
| Q2 2014 | $1,035,000 | +4.0% | 24,160 | +0.0% | 0.20% | -33.9% |
| Q1 2014 | $995,000 | -7.9% | 24,155 | -8.9% | 0.30% | +6.9% |
| Q4 2013 | $1,080,000 | – | 26,512 | – | 0.28% | – |
Download | ||||||
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% |