SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $354,000 | -70.4% | 5,947 | -74.0% | 0.20% | -71.1% |
| Q3 2020 | $1,195,000 | -1.3% | 22,841 | -5.4% | 0.68% | -32.7% |
| Q2 2020 | $1,211,000 | +9.2% | 24,149 | -3.6% | 1.01% | -11.2% |
| Q1 2020 | $1,109,000 | -25.2% | 25,062 | +1.7% | 1.14% | +11.1% |
| Q4 2019 | $1,483,000 | +6.2% | 24,653 | +0.1% | 1.03% | -4.5% |
| Q3 2019 | $1,397,000 | +0.2% | 24,634 | 0.0% | 1.08% | +31.7% |
| Q2 2019 | $1,394,000 | -1.3% | 24,634 | -3.7% | 0.82% | -10.6% |
| Q1 2019 | $1,412,000 | +10.7% | 25,573 | -1.2% | 0.91% | -15.5% |
| Q4 2018 | $1,276,000 | -11.5% | 25,890 | +0.7% | 1.08% | -23.2% |
| Q3 2018 | $1,441,000 | +0.9% | 25,698 | -4.4% | 1.41% | -13.7% |
| Q2 2018 | $1,428,000 | +0.4% | 26,884 | -0.2% | 1.63% | -6.3% |
| Q1 2018 | $1,423,000 | -4.4% | 26,934 | -1.1% | 1.74% | -7.7% |
| Q4 2017 | $1,489,000 | +5.2% | 27,239 | -0.2% | 1.88% | +53.9% |
| Q3 2017 | $1,415,000 | +2.9% | 27,306 | -0.3% | 1.22% | -34.0% |
| Q2 2017 | $1,375,000 | +2.6% | 27,397 | +1.6% | 1.86% | -16.1% |
| Q1 2017 | $1,340,000 | +3.2% | 26,970 | 0.0% | 2.21% | -5.1% |
| Q4 2016 | $1,299,000 | -4.6% | 26,970 | -9.8% | 2.33% | +35.9% |
| Q3 2016 | $1,362,000 | -3.1% | 29,901 | -4.7% | 1.72% | +22.8% |
| Q2 2016 | $1,406,000 | -5.4% | 31,387 | -8.7% | 1.40% | -18.4% |
| Q1 2016 | $1,486,000 | +1.6% | 34,395 | -0.1% | 1.71% | +5.1% |
| Q4 2015 | $1,462,000 | +7.3% | 34,445 | +0.7% | 1.63% | -29.4% |
| Q3 2015 | $1,362,000 | -9.2% | 34,216 | -1.8% | 2.31% | +20.8% |
| Q2 2015 | $1,500,000 | -53.2% | 34,855 | -53.0% | 1.91% | -47.8% |
| Q1 2015 | $3,208,000 | +1.5% | 74,139 | -33.0% | 3.66% | -7.7% |
| Q4 2014 | $3,162,000 | – | 110,642 | – | 3.97% | – |
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% |