SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,277,642 | +12.5% | 118,083 | +3.4% | 3.49% | +7.1% |
| Q3 2023 | $7,360,556 | -3.5% | 114,188 | +0.4% | 3.25% | +1.4% |
| Q2 2023 | $7,628,076 | +3.7% | 113,699 | +1.3% | 3.21% | -2.4% |
| Q1 2023 | $7,358,528 | +4.2% | 112,207 | +4.9% | 3.29% | -1.4% |
| Q4 2022 | $7,064,397 | +14.8% | 107,004 | +1.7% | 3.33% | +3.6% |
| Q3 2022 | $6,154,000 | -22.3% | 105,173 | -5.2% | 3.22% | -7.6% |
| Q2 2022 | $7,922,000 | 0.0% | 110,966 | 0.0% | 3.48% | 0.0% |
| Q1 2022 | $7,922,000 | -0.0% | 110,966 | +2.5% | 3.48% | -0.4% |
| Q4 2021 | $7,925,000 | +12.9% | 108,240 | +4.0% | 3.50% | +10.0% |
| Q3 2021 | $7,020,000 | -0.5% | 104,036 | +0.8% | 3.18% | -3.7% |
| Q2 2021 | $7,055,000 | +4.7% | 103,182 | -0.0% | 3.30% | -3.8% |
| Q1 2021 | $6,738,000 | +15.7% | 103,219 | +5.5% | 3.44% | -1.1% |
| Q4 2020 | $5,826,000 | +14.3% | 97,867 | +0.2% | 3.47% | +5.5% |
| Q3 2020 | $5,099,000 | +0.1% | 97,698 | -3.9% | 3.29% | -4.1% |
| Q2 2020 | $5,093,000 | +16.0% | 101,640 | +2.4% | 3.43% | +8.0% |
| Q1 2020 | $4,392,000 | -25.3% | 99,214 | +2.0% | 3.18% | -22.8% |
| Q4 2018 | $5,880,000 | – | 97,280 | – | 4.12% | – |
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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% |