SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,293,408 | -8.0% | 20,065 | -4.2% | 0.19% | -7.7% |
| Q2 2023 | $1,405,211 | -4.4% | 20,945 | -6.6% | 0.21% | -10.7% |
| Q1 2023 | $1,470,430 | -0.6% | 22,422 | +0.0% | 0.23% | -9.7% |
| Q4 2022 | $1,480,022 | +9.5% | 22,418 | -3.0% | 0.26% | -1.5% |
| Q3 2022 | $1,352,000 | -21.8% | 23,109 | -16.5% | 0.26% | -22.4% |
| Q2 2022 | $1,728,000 | -22.8% | 27,689 | -11.7% | 0.34% | -18.3% |
| Q1 2022 | $2,239,000 | +8.1% | 31,363 | +10.8% | 0.42% | +7.0% |
| Q4 2021 | $2,072,000 | +9.3% | 28,303 | +0.8% | 0.39% | +1.3% |
| Q3 2021 | $1,895,000 | +21.2% | 28,088 | +22.8% | 0.38% | +18.6% |
| Q2 2021 | $1,563,000 | +18.5% | 22,866 | +13.2% | 0.32% | +11.4% |
| Q1 2021 | $1,319,000 | +10.5% | 20,206 | +0.8% | 0.29% | +6.6% |
| Q4 2020 | $1,194,000 | +9.1% | 20,051 | -4.3% | 0.27% | +1.9% |
| Q3 2020 | $1,094,000 | +2.1% | 20,956 | -2.0% | 0.27% | -3.6% |
| Q2 2020 | $1,072,000 | +18.3% | 21,390 | +4.5% | 0.28% | +5.3% |
| Q1 2020 | $906,000 | +29.1% | 20,475 | +75.4% | 0.26% | +59.4% |
| Q4 2019 | $702,000 | +6.0% | 11,670 | 0.0% | 0.16% | -3.5% |
| Q3 2019 | $662,000 | +38.8% | 11,670 | +37.3% | 0.17% | +41.3% |
| Q2 2019 | $477,000 | +5.5% | 8,500 | +2.9% | 0.12% | +2.5% |
| Q1 2019 | $452,000 | +11.1% | 8,260 | 0.0% | 0.12% | +7.3% |
| Q4 2018 | $407,000 | +415.2% | 8,260 | +485.8% | 0.11% | +423.8% |
| Q3 2018 | $79,000 | +29.5% | 1,410 | +23.7% | 0.02% | +23.5% |
| Q2 2018 | $61,000 | +1.7% | 1,140 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $60,000 | -3.2% | 1,140 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $62,000 | – | 1,140 | – | 0.02% | – |
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% |