SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,203 | -1.3% | 77 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,271 | -12.3% | 77 | -16.3% | 0.00% | 0.0% |
| Q1 2021 | $6,011 | +9.7% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,481 | -3.7% | 92 | -15.6% | 0.00% | -33.3% |
| Q3 2020 | $5,692 | -30.8% | 109 | -33.5% | 0.00% | -25.0% |
| Q2 2020 | $8,220 | +14.6% | 164 | +1.2% | 0.00% | -20.0% |
| Q1 2020 | $7,172 | -26.4% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $9,739 | +6.0% | 162 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $9,190 | +1.0% | 162 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,095 | +2.6% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,868 | +11.1% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $7,985 | -12.1% | 162 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $9,085 | +5.6% | 162 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $8,605 | +0.5% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,560 | -3.4% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $8,857 | +5.5% | 162 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $8,395 | +3.2% | 162 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $8,132 | +1.0% | 162 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $8,048 | +3.3% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $7,791 | +5.6% | 162 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $7,381 | +1.7% | 162 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $7,256 | +3.7% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $6,998 | – | 162 | – | 0.01% | – |
Download | ||||||
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% |