SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,056,660 | -3.5% | 31,906 | +0.4% | 1.90% | +4.5% |
| Q2 2023 | $2,131,268 | +4.3% | 31,767 | +1.9% | 1.82% | +2.0% |
| Q1 2023 | $2,043,775 | +1.3% | 31,165 | +2.0% | 1.78% | -1.6% |
| Q4 2022 | $2,017,755 | +7.4% | 30,563 | -4.8% | 1.81% | -3.7% |
| Q3 2022 | $1,879,114 | -8.5% | 32,116 | -2.3% | 1.88% | -1.7% |
| Q2 2022 | $2,053,000 | -17.9% | 32,886 | -6.1% | 1.92% | +3.3% |
| Q1 2022 | $2,501,000 | -1.7% | 35,033 | +0.8% | 1.85% | +2.1% |
| Q4 2021 | $2,545,000 | +6.4% | 34,752 | -2.0% | 1.81% | -1.9% |
| Q3 2021 | $2,393,000 | -1.9% | 35,462 | -0.6% | 1.85% | +0.7% |
| Q2 2021 | $2,440,000 | +1.7% | 35,690 | -2.9% | 1.84% | -1.4% |
| Q1 2021 | $2,399,000 | -1.6% | 36,745 | -10.3% | 1.86% | -0.3% |
| Q4 2020 | $2,439,000 | +11.1% | 40,976 | -2.6% | 1.87% | +1.1% |
| Q3 2020 | $2,195,000 | -2.7% | 42,049 | -6.5% | 1.85% | +2.5% |
| Q2 2020 | $2,255,000 | +12.9% | 44,992 | -0.3% | 1.80% | +1.1% |
| Q1 2020 | $1,997,000 | -21.6% | 45,114 | +6.5% | 1.78% | +0.7% |
| Q4 2019 | $2,547,000 | +5.2% | 42,369 | -0.7% | 1.77% | -1.4% |
| Q3 2019 | $2,421,000 | +2.1% | 42,676 | +1.0% | 1.80% | +0.8% |
| Q2 2019 | $2,371,000 | +13.6% | 42,238 | +10.7% | 1.78% | +9.7% |
| Q1 2019 | $2,088,000 | +113.3% | 38,150 | +92.0% | 1.63% | +86.9% |
| Q4 2018 | $979,000 | -24.7% | 19,867 | -14.3% | 0.87% | -25.5% |
| Q3 2018 | $1,300,000 | +6.9% | 23,182 | +1.3% | 1.17% | -1.6% |
| Q2 2018 | $1,216,000 | +6.8% | 22,887 | +6.2% | 1.19% | +5.5% |
| Q1 2018 | $1,139,000 | -5.2% | 21,548 | -2.0% | 1.12% | -3.5% |
| Q4 2017 | $1,202,000 | – | 21,980 | – | 1.17% | – |
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% |