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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,992 | -41.0% | 3,620 | -44.2% | 0.02% | -43.3% |
| Q2 2022 | $405,000 | +2600.0% | 6,490 | +2277.3% | 0.03% | +900.0% |
| Q3 2020 | $15,000 | -100.0% | 273 | -87.6% | 0.00% | -89.3% |
| Q1 2020 | $99,711,000 | -98.9% | 2,206 | -98.6% | 0.03% | -98.8% |
| Q4 2019 | $9,222,547,000 | +13.7% | 152,843 | +3.9% | 2.24% | -6.5% |
| Q3 2019 | $8,109,106,000 | +113234.8% | 147,144 | +16.3% | 2.40% | +0.5% |
| Q2 2019 | $7,155,000 | -99.9% | 126,519 | +3.8% | 2.39% | -1.6% |
| Q1 2019 | $6,706,907,000 | +119049.2% | 121,833 | +14.8% | 2.43% | -8.6% |
| Q4 2018 | $5,629,000 | +21.4% | 106,162 | +19.3% | 2.66% | +125.7% |
| Q3 2018 | $4,636,000 | +12.0% | 89,016 | +17.9% | 1.18% | +13.3% |
| Q2 2018 | $4,141,000 | +54.8% | 75,504 | +50.5% | 1.04% | +12.1% |
| Q1 2018 | $2,675,000 | +43.0% | 50,185 | +52.9% | 0.93% | +52.5% |
| Q4 2017 | $1,870,000 | +15.9% | 32,827 | +7.6% | 0.61% | +34.8% |
| Q3 2017 | $1,614,000 | +28.3% | 30,515 | +23.7% | 0.45% | +23.9% |
| Q2 2017 | $1,258,000 | +27.1% | 24,674 | +23.8% | 0.36% | +6.4% |
| Q1 2017 | $990,000 | +3435.7% | 19,934 | +3099.7% | 0.34% | +2750.0% |
| Q3 2016 | $28,000 | – | 623 | – | 0.01% | – |
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% |