SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,191,000 | +46.5% | 29,926 | +35.0% | 0.14% | +23.1% |
| Q3 2021 | $1,496,000 | -0.6% | 22,172 | +0.7% | 0.12% | -3.3% |
| Q2 2021 | $1,505,000 | +10.5% | 22,010 | +5.5% | 0.12% | 0.0% |
| Q1 2021 | $1,362,000 | +29.0% | 20,862 | +17.6% | 0.12% | +19.8% |
| Q4 2020 | $1,056,000 | +78.1% | 17,739 | +56.1% | 0.10% | +57.8% |
| Q3 2020 | $593,000 | -4.2% | 11,363 | -8.0% | 0.06% | -11.1% |
| Q2 2020 | $619,000 | +75.9% | 12,354 | +55.3% | 0.07% | +60.0% |
| Q1 2020 | $352,000 | -49.9% | 7,957 | -31.9% | 0.04% | -37.5% |
| Q4 2019 | $702,000 | +38.2% | 11,677 | +30.4% | 0.07% | +30.9% |
| Q3 2019 | $508,000 | -51.4% | 8,958 | -51.9% | 0.06% | -50.9% |
| Q2 2019 | $1,046,000 | +57.3% | 18,626 | +38.1% | 0.11% | -18.8% |
| Q4 2018 | $665,000 | +1800.0% | 13,492 | +1916.7% | 0.14% | +1280.0% |
| Q3 2017 | $35,000 | -99.9% | 669 | 0.0% | 0.01% | +25.0% |
| Q2 2017 | $34,000,000 | +3.0% | 669 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $33,000,000 | +3.1% | 669 | 0.0% | 0.01% | +50.0% |
| Q4 2016 | $32,000,000 | +106566.7% | 669 | 0.0% | 0.01% | +20.0% |
| Q3 2016 | $30,000 | +3.4% | 669 | 0.0% | 0.01% | -44.4% |
| Q2 2016 | $29,000 | +3.6% | 669 | 0.0% | 0.01% | -10.0% |
| Q1 2016 | $28,000 | 0.0% | 669 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $28,000 | +7.7% | 669 | 0.0% | 0.01% | +11.1% |
| Q3 2015 | $26,000 | -7.1% | 669 | 0.0% | 0.01% | -10.0% |
| Q2 2015 | $28,000 | 0.0% | 669 | 0.0% | 0.01% | +11.1% |
| Q1 2015 | $28,000 | -6.7% | 669 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $30,000 | – | 669 | – | 0.01% | – |
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% |