SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $801 | -2.6% | 12,424 | +1.4% | 0.13% | -7.1% |
| Q2 2023 | $822 | +8.4% | 12,251 | +6.0% | 0.14% | 0.0% |
| Q1 2023 | $758 | +4.1% | 11,561 | +4.9% | 0.14% | -4.1% |
| Q4 2022 | $728 | -99.7% | 11,021 | +86.8% | 0.15% | +117.9% |
| Q1 2020 | $261,000 | -54.1% | 5,899 | -37.7% | 0.07% | -37.4% |
| Q4 2019 | $569,000 | +80.6% | 9,466 | +70.7% | 0.11% | +52.9% |
| Q3 2019 | $315,000 | -1.6% | 5,546 | -2.6% | 0.07% | -44.0% |
| Q2 2019 | $320,000 | -2.1% | 5,695 | -4.6% | 0.12% | +2.5% |
| Q1 2019 | $327,000 | +6.9% | 5,967 | -4.0% | 0.12% | -12.2% |
| Q4 2018 | $306,000 | – | 6,216 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |