SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 14.00 and the average weighting 0.8%.
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 | 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% |