SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,446 | -2.9% | 6,445 | +1.1% | 0.03% | -3.4% |
| Q2 2023 | $427,767 | +3.1% | 6,376 | +0.8% | 0.03% | -3.3% |
| Q1 2023 | $414,849 | -0.2% | 6,326 | +0.5% | 0.03% | -6.2% |
| Q4 2022 | $415,603 | -32.0% | 6,295 | -39.7% | 0.03% | -37.3% |
| Q3 2022 | $611,000 | +2.7% | 10,442 | +9.6% | 0.05% | +2.0% |
| Q2 2022 | $595,000 | +75.0% | 9,525 | +100.1% | 0.05% | +85.2% |
| Q1 2022 | $340,000 | -21.7% | 4,760 | -24.6% | 0.03% | -30.8% |
| Q4 2021 | $434,000 | +32.7% | 6,309 | +31.8% | 0.04% | +39.3% |
| Q3 2021 | $327,000 | -24.7% | 4,787 | -24.1% | 0.03% | -28.2% |
| Q2 2021 | $434,000 | +60.1% | 6,309 | +54.6% | 0.04% | +39.3% |
| Q1 2021 | $271,000 | -14.5% | 4,080 | -23.5% | 0.03% | -26.3% |
| Q4 2020 | $317,000 | -8.6% | 5,331 | -19.2% | 0.04% | -20.8% |
| Q3 2020 | $347,000 | -13.5% | 6,595 | -17.7% | 0.05% | -17.2% |
| Q2 2020 | $401,000 | -15.4% | 8,009 | -25.1% | 0.06% | -53.6% |
| Q1 2020 | $474,000 | +14.2% | 10,700 | +55.1% | 0.12% | +19.0% |
| Q4 2019 | $415,000 | +75.1% | 6,900 | +64.8% | 0.10% | +61.5% |
| Q3 2019 | $237,000 | +2.6% | 4,187 | +1.6% | 0.06% | -17.7% |
| Q2 2019 | $231,000 | -15.7% | 4,122 | -17.8% | 0.08% | -16.0% |
| Q1 2019 | $274,000 | +12.8% | 5,014 | +1.6% | 0.09% | +5.6% |
| Q4 2018 | $243,000 | +35.0% | 4,934 | +46.0% | 0.09% | +27.1% |
| Q3 2018 | $180,000 | – | 3,379 | – | 0.07% | – |
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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% |