SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $754,077 | -3.2% | 11,698 | +0.7% | 0.20% | +6.5% |
| Q2 2023 | $779,148 | -7.1% | 11,613 | -9.2% | 0.18% | -14.0% |
| Q1 2023 | $838,469 | -1.6% | 12,785 | -1.0% | 0.22% | -10.4% |
| Q4 2022 | $852,387 | +19.3% | 12,911 | +5.8% | 0.24% | +4.3% |
| Q3 2022 | $714,219 | -5.7% | 12,207 | +0.7% | 0.23% | -3.0% |
| Q2 2022 | $757,000 | -10.0% | 12,127 | +3.0% | 0.24% | +8.7% |
| Q1 2022 | $841,000 | +7.4% | 11,774 | +10.1% | 0.22% | +8.5% |
| Q4 2021 | $783,000 | +18.5% | 10,695 | +9.1% | 0.20% | +1.5% |
| Q3 2021 | $661,000 | -13.7% | 9,800 | -12.5% | 0.20% | -10.4% |
| Q2 2021 | $766,000 | +7.6% | 11,206 | +2.8% | 0.22% | -10.5% |
| Q1 2021 | $712,000 | +58.9% | 10,906 | +44.8% | 0.25% | +55.3% |
| Q4 2020 | $448,000 | +18.5% | 7,530 | +3.9% | 0.16% | +7.4% |
| Q3 2020 | $378,000 | -3.1% | 7,249 | -6.8% | 0.15% | -14.9% |
| Q2 2020 | $390,000 | +15.7% | 7,780 | +2.2% | 0.17% | -7.0% |
| Q1 2020 | $337,000 | +28.6% | 7,611 | +74.7% | 0.19% | +68.5% |
| Q4 2019 | $262,000 | -12.1% | 4,357 | -17.0% | 0.11% | -15.3% |
| Q3 2019 | $298,000 | +44.0% | 5,251 | +42.6% | 0.13% | +37.9% |
| Q2 2019 | $207,000 | -5.5% | 3,683 | -8.0% | 0.10% | -11.2% |
| Q1 2019 | $219,000 | – | 4,004 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |