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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,637 | -57.5% | 211 | -56.6% | 0.00% | -57.1% |
| Q4 2022 | $32,086 | +14.6% | 486 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $28,000 | -6.7% | 486 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -16.7% | 486 | -4.9% | 0.01% | 0.0% |
| Q1 2022 | $36,000 | -2.7% | 511 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $37,000 | -44.8% | 511 | -48.3% | 0.01% | -46.2% |
| Q3 2021 | $67,000 | 0.0% | 989 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $67,000 | +34.0% | 987 | +30.0% | 0.01% | +18.2% |
| Q1 2021 | $50,000 | +28.2% | 759 | +0.7% | 0.01% | +22.2% |
| Q3 2020 | $39,000 | +56.0% | 754 | +51.7% | 0.01% | +50.0% |
| Q2 2020 | $25,000 | +92.3% | 497 | +65.7% | 0.01% | +50.0% |
| Q1 2020 | $13,000 | -27.8% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | – | 300 | – | 0.00% | – |
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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% |