SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |