SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.23 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $246,000 | -51.8% | 3,357 | -55.6% | 0.03% | -54.2% |
| Q3 2021 | $510,000 | -8.6% | 7,557 | -7.5% | 0.06% | -9.2% |
| Q2 2021 | $558,000 | +4.7% | 8,167 | 0.0% | 0.06% | -3.0% |
| Q1 2021 | $533,000 | +9.2% | 8,167 | -0.5% | 0.07% | +3.1% |
| Q4 2020 | $488,000 | +14.0% | 8,205 | 0.0% | 0.06% | -3.0% |
| Q3 2020 | $428,000 | +1.7% | 8,205 | -2.4% | 0.07% | -4.3% |
| Q2 2020 | $421,000 | +5.0% | 8,405 | -7.2% | 0.07% | -18.6% |
| Q1 2020 | $401,000 | -55.6% | 9,061 | -39.7% | 0.09% | -43.0% |
| Q4 2019 | $903,000 | -29.6% | 15,016 | -33.6% | 0.15% | -33.5% |
| Q3 2019 | $1,283,000 | -10.1% | 22,623 | -11.0% | 0.23% | -12.4% |
| Q2 2019 | $1,427,000 | +0.4% | 25,410 | -2.1% | 0.26% | -2.6% |
| Q1 2019 | $1,421,000 | +8.1% | 25,951 | -2.8% | 0.27% | -7.6% |
| Q4 2018 | $1,315,000 | -13.9% | 26,688 | -2.0% | 0.29% | -3.4% |
| Q3 2018 | $1,528,000 | -12.8% | 27,241 | -17.5% | 0.30% | -17.0% |
| Q2 2018 | $1,753,000 | -0.6% | 33,009 | -1.1% | 0.36% | -1.4% |
| Q1 2018 | $1,763,000 | -3.6% | 33,369 | -0.2% | 0.36% | -9.2% |
| Q4 2017 | $1,828,000 | +11.5% | 33,438 | +6.9% | 0.40% | +5.0% |
| Q3 2017 | $1,639,000 | +6.5% | 31,288 | +2.1% | 0.38% | -2.8% |
| Q2 2017 | $1,539,000 | +8.1% | 30,656 | +6.5% | 0.39% | +0.8% |
| Q1 2017 | $1,424,000 | +10.2% | 28,796 | +7.9% | 0.39% | -12.9% |
| Q4 2016 | $1,292,000 | +10.4% | 26,677 | +2.8% | 0.45% | +9.5% |
| Q3 2016 | $1,170,000 | -1.3% | 25,941 | -2.1% | 0.41% | -6.4% |
| Q2 2016 | $1,186,000 | – | 26,486 | – | 0.44% | – |
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% |