SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $178,666 | -38.9% | 2,772 | -36.4% | 0.03% | -39.6% |
| Q2 2023 | $292,320 | +2.9% | 4,357 | +0.6% | 0.05% | -7.0% |
| Q1 2023 | $283,997 | -1.1% | 4,331 | -0.4% | 0.06% | -1.7% |
| Q4 2022 | $287,143 | +13.5% | 4,349 | +0.7% | 0.06% | +9.4% |
| Q3 2022 | $253,000 | -5.6% | 4,320 | +0.7% | 0.05% | +8.2% |
| Q2 2022 | $268,000 | -12.1% | 4,291 | +0.6% | 0.05% | +2.1% |
| Q1 2022 | $305,000 | -9.5% | 4,265 | -7.2% | 0.05% | -7.7% |
| Q4 2021 | $337,000 | +9.4% | 4,596 | +0.6% | 0.05% | +4.0% |
| Q3 2021 | $308,000 | -1.0% | 4,570 | +0.5% | 0.05% | -2.0% |
| Q2 2021 | $311,000 | -81.2% | 4,546 | -82.1% | 0.05% | -82.7% |
| Q1 2021 | $1,657,000 | -21.6% | 25,385 | -28.5% | 0.29% | -28.5% |
| Q4 2020 | $2,113,000 | +14.3% | 35,498 | +0.2% | 0.41% | +2.2% |
| Q3 2020 | $1,849,000 | +4.6% | 35,424 | +0.4% | 0.40% | -2.0% |
| Q2 2020 | $1,768,000 | +13.5% | 35,282 | +0.2% | 0.41% | -8.7% |
| Q1 2020 | $1,558,000 | -24.8% | 35,201 | +2.2% | 0.45% | -8.2% |
| Q4 2019 | $2,071,000 | +5.9% | 34,454 | 0.0% | 0.49% | -9.4% |
| Q3 2019 | $1,955,000 | -7.5% | 34,454 | -8.5% | 0.54% | -4.4% |
| Q2 2019 | $2,114,000 | -12.9% | 37,649 | -15.1% | 0.56% | -23.0% |
| Q1 2019 | $2,426,000 | +22.1% | 44,325 | +10.0% | 0.73% | +8.3% |
| Q4 2018 | $1,987,000 | +333.8% | 40,312 | +393.7% | 0.68% | +334.6% |
| Q3 2018 | $458,000 | -70.0% | 8,166 | -71.6% | 0.16% | -70.5% |
| Q2 2018 | $1,525,000 | +1594.4% | 28,710 | +1592.8% | 0.53% | +1724.1% |
| Q1 2018 | $90,000 | – | 1,696 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |