SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | +100.0% |
| Q2 2021 | $5,000 | -64.3% | 80 | -62.4% | 0.00% | -75.0% |
| Q1 2021 | $14,000 | +7.7% | 213 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 213 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | -42.1% | 213 | -43.5% | 0.00% | -42.9% |
| Q2 2020 | $19,000 | +11.8% | 377 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $17,000 | -26.1% | 377 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $23,000 | +9.5% | 377 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $21,000 | -19.2% | 377 | -16.2% | 0.01% | -27.3% |
| Q2 2019 | $26,000 | +4.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | +13.6% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | – | 450 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |