SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $310,599 | -4.6% | 4,193 | -2.2% | 0.15% | -9.4% |
| Q1 2024 | $325,631 | +0.9% | 4,286 | -6.9% | 0.17% | -11.0% |
| Q4 2023 | $322,795 | +9.5% | 4,605 | +0.7% | 0.19% | -2.6% |
| Q3 2023 | $294,769 | -3.8% | 4,573 | +0.1% | 0.20% | -6.2% |
| Q2 2023 | $306,479 | +2.9% | 4,568 | +0.6% | 0.21% | -5.0% |
| Q1 2023 | $297,803 | -0.1% | 4,541 | +0.6% | 0.22% | -3.5% |
| Q4 2022 | $298,000 | +13.7% | 4,514 | +0.6% | 0.23% | +6.0% |
| Q3 2022 | $262,000 | -1.5% | 4,485 | +5.3% | 0.22% | +2.4% |
| Q2 2022 | $266,000 | -3.3% | 4,258 | +10.6% | 0.21% | +11.1% |
| Q1 2022 | $275,000 | -2.1% | 3,851 | +0.4% | 0.19% | +6.2% |
| Q4 2021 | $281,000 | +8.9% | 3,835 | +0.3% | 0.18% | -1.1% |
| Q3 2021 | $258,000 | +7.9% | 3,822 | +9.5% | 0.18% | +9.1% |
| Q2 2021 | $239,000 | +5.3% | 3,489 | +0.5% | 0.16% | +1.2% |
| Q1 2021 | $227,000 | +9.7% | 3,472 | -0.1% | 0.16% | 0.0% |
| Q4 2020 | $207,000 | -6.8% | 3,474 | -29.6% | 0.16% | -34.5% |
| Q1 2020 | $222,000 | -24.7% | 4,936 | +0.1% | 0.25% | +0.4% |
| Q4 2019 | $295,000 | +3.1% | 4,930 | +1.0% | 0.25% | +0.8% |
| Q3 2019 | $286,000 | +4.8% | 4,880 | -0.9% | 0.25% | -1.6% |
| Q2 2019 | $273,000 | -4.2% | 4,926 | -3.1% | 0.25% | -2.7% |
| Q1 2019 | $285,000 | +5.6% | 5,085 | -4.8% | 0.26% | -7.2% |
| Q4 2018 | $270,000 | +2.3% | 5,340 | +8.3% | 0.28% | +6.5% |
| Q3 2018 | $264,000 | +77.2% | 4,932 | +76.3% | 0.26% | +104.7% |
| Q2 2018 | $149,000 | +0.7% | 2,797 | +0.6% | 0.13% | -0.8% |
| Q1 2018 | $148,000 | -2.6% | 2,779 | +1.3% | 0.13% | -7.9% |
| Q4 2017 | $152,000 | – | 2,744 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,661,403 | $400,484,000 | 23.56% |
| BALLAST ADVISORS LLC | 321,590 | $19,334,000 | 14.22% |
| APPLETON GROUP, LLC | 181,058 | $10,885,000 | 13.81% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 211,449 | $12,712,000 | 11.22% |
| Tiller Private Wealth, Inc. | 229,743 | $13,812,000 | 11.18% |
| Mokosak Advisory Group, LLC | 292,116 | $17,547,000 | 10.61% |
| MARSHALL FINANCIAL GROUP INC /ADV | 244,427 | $14,695,000 | 9.93% |
| MATHER GROUP, LLC. | 2,536,950 | $152,521,000 | 9.57% |
| Foster Victor Wealth Advisors, LLC | 363,331 | $21,771,000 | 9.43% |
| Affinity Capital Advisors, LLC | 234,103 | $14,074,000 | 9.26% |