SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $889,264 | -4.4% | 13,796 | -0.5% | 0.32% | 0.0% |
| Q2 2023 | $930,170 | +1.6% | 13,865 | -0.6% | 0.32% | -6.1% |
| Q1 2023 | $915,169 | -0.4% | 13,955 | +0.3% | 0.34% | -11.2% |
| Q4 2022 | $918,477 | +14.1% | 13,912 | +1.1% | 0.38% | +1.6% |
| Q3 2022 | $805,000 | -2.5% | 13,763 | +3.9% | 0.38% | -3.1% |
| Q2 2022 | $826,000 | -11.2% | 13,242 | +1.6% | 0.39% | -12.9% |
| Q1 2022 | $930,000 | +12.9% | 13,030 | +15.7% | 0.45% | +43.5% |
| Q4 2021 | $824,000 | +21.2% | 11,258 | +11.6% | 0.31% | +5.0% |
| Q3 2021 | $680,000 | -1.0% | 10,084 | +0.2% | 0.30% | -5.4% |
| Q2 2021 | $687,000 | +2.7% | 10,061 | -1.8% | 0.32% | -9.7% |
| Q1 2021 | $669,000 | +361.4% | 10,250 | +294.1% | 0.35% | +223.1% |
| Q3 2018 | $145,000 | +5.8% | 2,601 | +0.7% | 0.11% | -11.5% |
| Q2 2018 | $137,000 | -2.1% | 2,584 | +0.6% | 0.12% | -3.2% |
| Q4 2017 | $140,000 | – | 2,568 | – | 0.13% | – |
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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% |