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 | $458,440 | -3.9% | 7,112 | 0.0% | 0.80% | -0.6% |
| Q2 2023 | $477,144 | +11.4% | 7,112 | +8.9% | 0.80% | +6.7% |
| Q1 2023 | $428,303 | +99274.2% | 6,531 | 0.0% | 0.75% | -10.2% |
| Q4 2022 | $431 | -99.9% | 6,531 | 0.0% | 0.84% | +3.7% |
| Q3 2022 | $382,000 | -6.4% | 6,531 | 0.0% | 0.80% | -10.8% |
| Q2 2022 | $408,000 | -12.4% | 6,531 | 0.0% | 0.90% | -1.2% |
| Q1 2022 | $466,000 | -2.5% | 6,531 | 0.0% | 0.91% | +24.6% |
| Q4 2021 | $478,000 | +8.4% | 6,531 | 0.0% | 0.73% | +2.7% |
| Q3 2021 | $441,000 | -1.3% | 6,531 | 0.0% | 0.71% | -4.3% |
| Q2 2021 | $447,000 | +4.9% | 6,531 | 0.0% | 0.75% | -3.1% |
| Q1 2021 | $426,000 | +9.5% | 6,531 | 0.0% | 0.77% | +9.5% |
| Q4 2020 | $389,000 | +14.1% | 6,531 | 0.0% | 0.70% | +1.7% |
| Q3 2020 | $341,000 | +4.3% | 6,531 | 0.0% | 0.69% | -1.4% |
| Q2 2020 | $327,000 | +51.4% | 6,531 | +33.6% | 0.70% | +33.5% |
| Q1 2020 | $216,000 | -26.5% | 4,888 | 0.0% | 0.52% | -13.5% |
| Q4 2019 | $294,000 | +6.1% | 4,888 | 0.0% | 0.61% | +2.2% |
| Q3 2019 | $277,000 | +1.1% | 4,888 | 0.0% | 0.59% | +32.3% |
| Q2 2019 | $274,000 | -1.8% | 4,888 | -4.2% | 0.45% | +3.0% |
| Q1 2019 | $279,000 | +10.7% | 5,104 | -0.3% | 0.44% | +7.1% |
| Q4 2018 | $252,000 | -8.4% | 5,120 | +4.4% | 0.41% | +2.3% |
| Q3 2018 | $275,000 | -14.1% | 4,906 | -19.0% | 0.40% | +90.4% |
| Q2 2018 | $320,000 | 0.0% | 6,058 | 0.0% | 0.21% | 0.0% |
| Q1 2018 | $320,000 | -4.2% | 6,058 | -0.8% | 0.21% | -5.4% |
| Q4 2017 | $334,000 | +5.7% | 6,104 | 0.0% | 0.22% | +2.8% |
| Q3 2017 | $316,000 | +3.3% | 6,104 | 0.0% | 0.22% | -7.7% |
| Q2 2017 | $306,000 | – | 6,104 | – | 0.23% | – |
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% |