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 2021 | $3,106,000 | -0.1% | 46,022 | +1.2% | 1.88% | +4.5% |
| Q2 2021 | $3,109,000 | +18.2% | 45,470 | +12.8% | 1.80% | +10.0% |
| Q1 2021 | $2,631,000 | +253.6% | 40,300 | +182.8% | 1.63% | +193.2% |
| Q4 2020 | $744,000 | -0.1% | 14,250 | 0.0% | 0.56% | +0.4% |
| Q3 2020 | $745,000 | +138.8% | 14,250 | +128.7% | 0.56% | +94.7% |
| Q2 2020 | $312,000 | -54.4% | 6,230 | -45.5% | 0.28% | -42.7% |
| Q4 2019 | $684,000 | +10.0% | 11,437 | +4.4% | 0.50% | -12.3% |
| Q3 2019 | $622,000 | +10.5% | 10,958 | +10.0% | 0.57% | +9.5% |
| Q2 2019 | $563,000 | -1.1% | 9,958 | -3.1% | 0.52% | -9.6% |
| Q1 2019 | $569,000 | +11.6% | 10,274 | +2.0% | 0.57% | -18.1% |
| Q4 2018 | $510,000 | +4.7% | 10,070 | +9.9% | 0.70% | +12.7% |
| Q3 2018 | $487,000 | -1.0% | 9,166 | -1.1% | 0.62% | +9.1% |
| Q2 2018 | $492,000 | -48.8% | 9,265 | -49.0% | 0.57% | -24.2% |
| Q1 2018 | $960,000 | -9.7% | 18,169 | -2.8% | 0.75% | -1.3% |
| Q4 2017 | $1,063,000 | – | 18,683 | – | 0.76% | – |
Download | ||||||
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% |