Waterloo Capital, L.P. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Waterloo Capital, L.P. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$362,270
-3.4%
5,620
+0.6%
0.11%
-4.5%
Q2 2023$374,967
+2.8%
5,589
+0.5%
0.11%
-1.8%
Q1 2023$364,606
-44.7%
5,560
-62.7%
0.11%
-75.9%
Q1 2020$659,00014,8890.47%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 139,476$8,161,00023.30%
Mokosak Advisory Group, LLC 738,601$43,212,00021.28%
Northern Capital Management, Inc. 298,990$17,494,00017.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 727,232$42,550,00016.44%
Avantax Planning Partners, Inc. 5,166,392$302,286,00013.62%
BALLAST ADVISORS LLC 414,901$24,276,00011.35%
Gemmer Asset Management LLC 1,002,985$58,685,0009.78%
MATHER GROUP, LLC. 7,160,541$418,964,0009.02%
GenWealth Group, Inc. 450,989$26,387,0008.94%
IVC Wealth Advisors LLC 189,393$11,081,0008.92%
View complete list of SCHWAB STRATEGIC TR shareholders