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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |