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 | $78,665 | +259.7% | 1,220 | +274.2% | 0.06% | +273.3% |
| Q2 2023 | $21,871 | +2.9% | 326 | +0.6% | 0.02% | +7.1% |
| Q1 2023 | $21,248 | – | 324 | +32300.0% | 0.01% | – |
| Q3 2020 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $109,000 | +9.0% | 2,165 | -4.3% | 0.11% | +61.2% |
| Q1 2020 | $100,000 | -25.9% | 2,263 | +0.9% | 0.07% | -18.3% |
| Q4 2019 | $135,000 | -61.2% | 2,243 | -63.4% | 0.08% | -50.0% |
| Q3 2019 | $348,000 | +4.2% | 6,130 | +3.0% | 0.16% | +1.2% |
| Q2 2019 | $334,000 | +67.8% | 5,954 | +63.5% | 0.16% | +55.8% |
| Q1 2019 | $199,000 | +9.3% | 3,641 | -1.3% | 0.10% | -5.5% |
| Q4 2018 | $182,000 | -16.5% | 3,689 | -5.2% | 0.11% | -9.8% |
| Q3 2018 | $218,000 | -4.8% | 3,892 | -9.7% | 0.12% | -7.6% |
| Q2 2018 | $229,000 | +50.7% | 4,309 | +49.5% | 0.13% | +57.1% |
| Q1 2018 | $152,000 | +590.9% | 2,882 | +622.3% | 0.08% | +546.2% |
| Q4 2017 | $22,000 | – | 399 | – | 0.01% | – |
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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% |