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 | $2,156,259 | -6.2% | 33,451 | -2.3% | 0.52% | -6.6% |
| Q2 2023 | $2,297,993 | -0.1% | 34,252 | -2.3% | 0.56% | -2.4% |
| Q1 2023 | $2,299,428 | -3.3% | 35,062 | -2.6% | 0.57% | -9.8% |
| Q4 2022 | $2,377,483 | +12.0% | 36,011 | -0.7% | 0.63% | +6.9% |
| Q3 2022 | $2,123,000 | -6.2% | 36,282 | +0.1% | 0.59% | -2.0% |
| Q2 2022 | $2,263,000 | -13.2% | 36,262 | -0.7% | 0.60% | +13.1% |
| Q1 2022 | $2,607,000 | -2.0% | 36,523 | +0.5% | 0.54% | +5.9% |
| Q4 2021 | $2,660,000 | +6.6% | 36,328 | -1.8% | 0.50% | -6.8% |
| Q3 2021 | $2,496,000 | -3.8% | 36,986 | -2.5% | 0.54% | -2.2% |
| Q2 2021 | $2,594,000 | +12.0% | 37,936 | +6.9% | 0.55% | +2.2% |
| Q1 2021 | $2,317,000 | +5.9% | 35,491 | -3.4% | 0.54% | -1.5% |
| Q4 2020 | $2,188,000 | +26.3% | 36,751 | +10.7% | 0.55% | +10.9% |
| Q3 2020 | $1,732,000 | +9.3% | 33,191 | +4.9% | 0.50% | -2.0% |
| Q2 2020 | $1,585,000 | +4.6% | 31,628 | -7.6% | 0.51% | -15.9% |
| Q1 2020 | $1,516,000 | -29.6% | 34,241 | -4.4% | 0.60% | -13.8% |
| Q4 2019 | $2,153,000 | +47.7% | 35,814 | +39.4% | 0.70% | +24.0% |
| Q3 2019 | $1,458,000 | +109.2% | 25,695 | +107.0% | 0.56% | +98.9% |
| Q2 2019 | $697,000 | +20.4% | 12,411 | +17.3% | 0.28% | +14.1% |
| Q1 2019 | $579,000 | +31.3% | 10,585 | +18.3% | 0.25% | +9.3% |
| Q4 2018 | $441,000 | +4.5% | 8,948 | +19.1% | 0.23% | +30.5% |
| Q3 2018 | $422,000 | +79.6% | 7,515 | +69.6% | 0.17% | +65.7% |
| Q2 2018 | $235,000 | – | 4,432 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |