SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,937 | -11.7% | 462,880 | -8.9% | 0.07% | -7.8% |
| Q2 2023 | $33,885 | -0.9% | 508,270 | -3.4% | 0.08% | -7.2% |
| Q1 2023 | $34,209 | -24.3% | 526,124 | -23.1% | 0.08% | -29.1% |
| Q4 2022 | $45,219 | -99.8% | 683,816 | +39.4% | 0.12% | +48.1% |
| Q3 2022 | $28,894,000 | +1.9% | 490,427 | +8.0% | 0.08% | +5.3% |
| Q2 2022 | $28,345,000 | -3.6% | 454,104 | +10.3% | 0.08% | +31.6% |
| Q1 2022 | $29,393,000 | -2.6% | 411,709 | -6.7% | 0.06% | -1.7% |
| Q4 2021 | $30,176,000 | -2.1% | 441,357 | -3.4% | 0.06% | -7.9% |
| Q3 2021 | $30,826,000 | +2.2% | 456,824 | +3.5% | 0.06% | +3.3% |
| Q2 2021 | $30,176,000 | +7.4% | 441,357 | +2.6% | 0.06% | -1.6% |
| Q1 2021 | $28,096,000 | +15.0% | 430,382 | +4.9% | 0.06% | +8.8% |
| Q4 2020 | $24,428,000 | +57.3% | 410,350 | +37.9% | 0.06% | +35.7% |
| Q3 2020 | $15,532,000 | -6.2% | 297,603 | -20.5% | 0.04% | -16.0% |
| Q2 2020 | $16,564,000 | 0.0% | 374,163 | 0.0% | 0.05% | -16.7% |
| Q1 2020 | $16,564,000 | -40.8% | 374,163 | -19.6% | 0.06% | -25.0% |
| Q4 2019 | $27,990,000 | +32.4% | 465,561 | +24.9% | 0.08% | +21.2% |
| Q3 2019 | $21,138,000 | +62.3% | 372,613 | +60.6% | 0.07% | +65.0% |
| Q2 2019 | $13,027,000 | +34.0% | 232,038 | +30.7% | 0.04% | +29.0% |
| Q1 2019 | $9,721,000 | – | 177,591 | – | 0.03% | – |
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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% |