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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |