SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 412 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185,731 | -3.9% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $193,309 | +2.3% | 2,881 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $188,958 | -0.7% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $190,226 | +12.6% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $169,000 | +9.0% | 2,881 | +16.2% | 0.01% | +14.3% |
| Q2 2022 | $155,000 | -12.4% | 2,480 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $177,000 | -2.7% | 2,480 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $182,000 | +9.0% | 2,480 | 0.0% | 0.01% | -33.3% |
| Q3 2021 | $167,000 | -1.8% | 2,480 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $170,000 | +26.9% | 2,480 | +20.7% | 0.01% | +12.5% |
| Q1 2021 | $134,000 | +39.6% | 2,055 | +28.0% | 0.01% | +33.3% |
| Q4 2020 | $96,000 | +14.3% | 1,605 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | +5.0% | 1,605 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $80,000 | +12.7% | 1,605 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $71,000 | -54.8% | 1,605 | -38.4% | 0.01% | -46.2% |
| Q4 2019 | $157,000 | +6.1% | 2,605 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $148,000 | +1.4% | 2,605 | 0.0% | 0.01% | +7.7% |
| Q2 2019 | $146,000 | -7.0% | 2,605 | -18.1% | 0.01% | -23.5% |
| Q1 2017 | $157,000 | +63.5% | 3,181 | +59.0% | 0.02% | +54.5% |
| Q4 2016 | $96,000 | -89.5% | 2,000 | 0.0% | 0.01% | -8.3% |
| Q3 2016 | $911,000 | – | 2,000 | – | 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% |