SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $308,000 | +71.1% | 4,512 | +49.1% | 0.00% | – |
| Q4 2020 | $180,000 | -74.4% | 3,027 | -77.5% | 0.00% | – |
| Q3 2020 | $702,000 | -27.8% | 13,442 | -30.7% | 0.00% | -100.0% |
| Q2 2020 | $972,000 | +760.2% | 19,388 | +660.6% | 0.00% | – |
| Q1 2020 | $113,000 | +2725.0% | 2,549 | +3298.7% | 0.00% | – |
| Q3 2019 | $4,000 | -33.3% | 75 | -35.9% | 0.00% | – |
| Q2 2019 | $6,000 | -40.0% | 117 | -40.9% | 0.00% | – |
| Q1 2019 | $10,000 | -89.1% | 198 | -89.5% | 0.00% | – |
| Q4 2018 | $92,000 | +2966.7% | 1,883 | +2669.1% | 0.00% | – |
| Q1 2018 | $3,000 | – | 68 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |