SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 412 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,270 | -3.9% | 361 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $24,219 | -22.4% | 361 | -24.2% | 0.00% | 0.0% |
| Q1 2023 | $31,216 | -0.7% | 476 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31,425 | +16.4% | 476 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -78.7% | 476 | -76.7% | 0.00% | -80.0% |
| Q2 2022 | $127,000 | +51.2% | 2,039 | +72.8% | 0.01% | 0.0% |
| Q1 2022 | $84,000 | -25.0% | 1,180 | -23.5% | 0.01% | +66.7% |
| Q4 2021 | $112,000 | -16.4% | 1,542 | -22.4% | 0.00% | -25.0% |
| Q3 2021 | $134,000 | +15.5% | 1,986 | +16.8% | 0.00% | -33.3% |
| Q2 2021 | $116,000 | +65.7% | 1,701 | +59.6% | 0.01% | +50.0% |
| Q1 2021 | $70,000 | +11.1% | 1,066 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $63,000 | +12.5% | 1,066 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $56,000 | +5.7% | 1,066 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $53,000 | +12.8% | 1,066 | -1.9% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | -47.8% | 1,087 | -27.9% | 0.00% | -42.9% |
| Q4 2019 | $90,000 | +50.0% | 1,508 | +41.5% | 0.01% | +40.0% |
| Q3 2019 | $60,000 | 0.0% | 1,066 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $60,000 | +25.0% | 1,066 | +22.8% | 0.01% | +25.0% |
| Q1 2019 | $48,000 | -26.2% | 868 | -33.7% | 0.00% | -33.3% |
| Q4 2018 | $65,000 | -11.0% | 1,309 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $73,000 | +2.8% | 1,309 | -1.9% | 0.01% | 0.0% |
| Q2 2018 | $71,000 | – | 1,335 | – | 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% |