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 | $391 | -11.7% | 6,070 | -6.9% | 0.08% | -27.8% |
| Q4 2022 | $443 | -99.9% | 6,520 | 0.0% | 0.11% | -1.8% |
| Q3 2022 | $381,000 | -6.4% | 6,520 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $407,000 | -12.5% | 6,520 | 0.0% | 0.11% | -5.1% |
| Q1 2022 | $465,000 | -2.5% | 6,520 | 0.0% | 0.12% | -0.8% |
| Q4 2021 | $477,000 | +7.0% | 6,520 | 0.0% | 0.12% | -21.9% |
| Q2 2021 | $446,000 | +4.7% | 6,520 | 0.0% | 0.15% | +10.2% |
| Q1 2021 | $426,000 | +9.8% | 6,520 | 0.0% | 0.14% | +25.7% |
| Q4 2020 | $388,000 | +14.1% | 6,520 | 0.0% | 0.11% | -4.4% |
| Q3 2020 | $340,000 | +4.3% | 6,520 | 0.0% | 0.11% | -3.4% |
| Q2 2020 | $326,000 | +12.8% | 6,520 | 0.0% | 0.12% | -0.8% |
| Q1 2020 | $289,000 | -26.3% | 6,520 | 0.0% | 0.12% | -1.7% |
| Q4 2019 | $392,000 | +5.9% | 6,520 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $370,000 | +1.1% | 6,520 | 0.0% | 0.12% | +0.8% |
| Q2 2019 | $366,000 | +2.5% | 6,520 | 0.0% | 0.12% | +2.6% |
| Q1 2019 | $357,000 | +11.2% | 6,520 | 0.0% | 0.12% | +0.9% |
| Q4 2018 | $321,000 | -12.3% | 6,520 | 0.0% | 0.12% | 0.0% |
| Q3 2018 | $366,000 | – | 6,520 | – | 0.12% | – |
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% |