SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,187 | -3.9% | 1,275 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $85,540 | +2.3% | 1,275 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $83,615 | -0.7% | 1,275 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $84,176 | +12.2% | 1,275 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $75,000 | -6.2% | 1,275 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $80,000 | -12.1% | 1,275 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $91,000 | -2.2% | 1,275 | 0.0% | 0.03% | -7.1% |
| Q4 2021 | $93,000 | +8.1% | 1,275 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $86,000 | -1.1% | 1,275 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $87,000 | +2.4% | 1,275 | -2.3% | 0.03% | -6.2% |
| Q1 2021 | $85,000 | +9.0% | 1,305 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $78,000 | +14.7% | 1,305 | 0.0% | 0.03% | -6.1% |
| Q3 2020 | $68,000 | +4.6% | 1,305 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $65,000 | +12.1% | 1,305 | 0.0% | 0.03% | -8.3% |
| Q1 2020 | $58,000 | -25.6% | 1,305 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $78,000 | +5.4% | 1,305 | 0.0% | 0.04% | -5.3% |
| Q3 2019 | $74,000 | +1.4% | 1,305 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $73,000 | +2.8% | 1,305 | +0.3% | 0.04% | 0.0% |
| Q1 2019 | $71,000 | – | 1,301 | – | 0.04% | – |
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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% |