SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 180 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.76 and the average weighting 1.0%.
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 | 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% |