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 | $509,333 | -3.3% | 7,902 | +0.6% | 0.05% | -2.0% |
| Q2 2023 | $526,710 | +2.9% | 7,851 | +0.6% | 0.05% | -10.9% |
| Q1 2023 | $511,714 | +40.9% | 7,803 | +41.8% | 0.06% | +27.9% |
| Q4 2022 | $363,219 | +13.5% | 5,502 | +0.7% | 0.04% | -4.4% |
| Q3 2022 | $320,000 | +6300.0% | 5,464 | +5103.8% | 0.04% | +2150.0% |
| Q2 2020 | $5,000 | -98.7% | 105 | -98.4% | 0.00% | -98.6% |
| Q4 2019 | $387,000 | +7.5% | 6,443 | +1.4% | 0.14% | -11.9% |
| Q3 2019 | $360,000 | -99.8% | 6,352 | +61.4% | 0.16% | +42.0% |
| Q2 2019 | $220,955,000 | +113210.3% | 3,936 | +10.7% | 0.11% | +38.3% |
| Q1 2019 | $195,000 | – | 3,556 | – | 0.08% | – |
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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% |