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 | $3,153,383 | -4.0% | 48,920 | -0.1% | 0.17% | -19.4% |
| Q2 2023 | $3,283,787 | +3.9% | 48,946 | +1.6% | 0.21% | -7.0% |
| Q1 2023 | $3,160,759 | -5.7% | 48,197 | -5.0% | 0.23% | -8.1% |
| Q4 2022 | $3,350,053 | +9.3% | 50,743 | -3.2% | 0.25% | -2.0% |
| Q3 2022 | $3,066,000 | -6.3% | 52,404 | -0.0% | 0.25% | -9.0% |
| Q2 2022 | $3,273,000 | -7.6% | 52,428 | +5.6% | 0.28% | -71.5% |
| Q1 2022 | $3,543,000 | +2.4% | 49,635 | +5.1% | 0.97% | +1.5% |
| Q4 2021 | $3,459,000 | +5.4% | 47,236 | -2.9% | 0.96% | -10.8% |
| Q3 2021 | $3,282,000 | +0.1% | 48,631 | +1.4% | 1.08% | +1.4% |
| Q2 2021 | $3,279,000 | +3.6% | 47,965 | -1.1% | 1.06% | -18.6% |
| Q1 2021 | $3,166,000 | +18.8% | 48,500 | +8.3% | 1.30% | +153.5% |
| Q4 2020 | $2,666,000 | +13.7% | 44,778 | -0.3% | 0.51% | +3.6% |
| Q3 2020 | $2,344,000 | +8.3% | 44,908 | +4.0% | 0.50% | -83.8% |
| Q2 2020 | $2,164,000 | +9.9% | 43,185 | -2.9% | 3.07% | -33.2% |
| Q1 2020 | $1,969,000 | -22.2% | 44,477 | +5.7% | 4.59% | +65.7% |
| Q4 2019 | $2,530,000 | +37.9% | 42,082 | +13.0% | 2.77% | +55.4% |
| Q4 2018 | $1,835,000 | – | 37,240 | – | 1.78% | – |
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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% |