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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,673 | -4.3% | 2,431 | -0.4% | 0.02% | -3.8% |
| Q2 2023 | $163,750 | -29.7% | 2,441 | -31.3% | 0.03% | -58.1% |
| Q1 2023 | $232,967 | +447.7% | 3,552 | +451.6% | 0.06% | +264.7% |
| Q4 2022 | $42,537 | +11.9% | 644 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 644 | 0.0% | 0.02% | -10.5% |
| Q2 2022 | $40,000 | -13.0% | 644 | +0.2% | 0.02% | +5.6% |
| Q1 2022 | $46,000 | -4.2% | 643 | -2.9% | 0.02% | -14.3% |
| Q4 2021 | $48,000 | +6.7% | 662 | +0.2% | 0.02% | -8.7% |
| Q3 2021 | $45,000 | 0.0% | 661 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $45,000 | +4.7% | 661 | 0.0% | 0.02% | -17.2% |
| Q1 2021 | $43,000 | +10.3% | 661 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $39,000 | -50.6% | 660 | -56.6% | 0.03% | -59.7% |
| Q3 2020 | $79,000 | -38.3% | 1,521 | -40.5% | 0.07% | -43.8% |
| Q2 2020 | $128,000 | +13.3% | 2,557 | +0.6% | 0.13% | +43.8% |
| Q1 2020 | $113,000 | -57.5% | 2,543 | -42.5% | 0.09% | -44.7% |
| Q4 2019 | $266,000 | – | 4,419 | – | 0.16% | – |
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% |