SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,330,000 | +8.4% | 98,937 | +11.2% | 0.00% | 0.0% |
Q1 2024 | $6,760,000 | -0.3% | 88,987 | -8.0% | 0.00% | 0.0% |
Q4 2023 | $6,779,000 | +10.8% | 96,706 | +1.9% | 0.00% | 0.0% |
Q3 2023 | $6,120,000 | +3.0% | 94,929 | +7.2% | 0.00% | 0.0% |
Q2 2023 | $5,939,000 | -24.3% | 88,534 | -26.0% | 0.00% | 0.0% |
Q1 2023 | $7,848,000 | +34.8% | 119,674 | +35.7% | 0.00% | 0.0% |
Q4 2022 | $5,824,000 | +3.0% | 88,216 | -8.7% | 0.00% | 0.0% |
Q3 2022 | $5,657,000 | -8.3% | 96,675 | -2.2% | 0.00% | 0.0% |
Q2 2022 | $6,171,000 | -5.3% | 98,867 | +8.4% | 0.00% | 0.0% |
Q1 2022 | $6,514,000 | +27.1% | 91,242 | +30.3% | 0.00% | +100.0% |
Q4 2021 | $5,126,000 | +15.8% | 70,015 | +6.8% | 0.00% | 0.0% |
Q3 2021 | $4,425,000 | -3.1% | 65,565 | -1.9% | 0.00% | 0.0% |
Q2 2021 | $4,568,000 | -44.0% | 66,805 | -46.6% | 0.00% | -50.0% |
Q1 2021 | $8,160,000 | +110.6% | 124,991 | +92.0% | 0.00% | +100.0% |
Q4 2020 | $3,875,000 | +39.5% | 65,086 | +22.2% | 0.00% | 0.0% |
Q3 2020 | $2,778,000 | -7.8% | 53,257 | -11.5% | 0.00% | 0.0% |
Q2 2020 | $3,014,000 | -3.1% | 60,149 | -14.4% | 0.00% | 0.0% |
Q1 2020 | $3,109,000 | -47.2% | 70,265 | -28.2% | 0.00% | -50.0% |
Q4 2019 | $5,886,000 | +31.5% | 97,894 | +24.1% | 0.00% | 0.0% |
Q3 2019 | $4,475,000 | +2.3% | 78,880 | +1.3% | 0.00% | 0.0% |
Q2 2019 | $4,373,000 | +19.5% | 77,902 | +16.6% | 0.00% | 0.0% |
Q1 2019 | $3,658,000 | +50.2% | 66,818 | +35.2% | 0.00% | +100.0% |
Q4 2018 | $2,435,000 | +14.9% | 49,412 | +30.8% | 0.00% | 0.0% |
Q3 2018 | $2,119,000 | +3.6% | 37,782 | -1.9% | 0.00% | 0.0% |
Q2 2018 | $2,046,000 | +134.1% | 38,506 | +133.0% | 0.00% | – |
Q1 2018 | $874,000 | -2.0% | 16,529 | +1.2% | 0.00% | – |
Q4 2017 | $892,000 | -8.1% | 16,328 | -12.9% | 0.00% | – |
Q3 2017 | $971,000 | -19.1% | 18,751 | -21.6% | 0.00% | -100.0% |
Q2 2017 | $1,200,000 | +23.5% | 23,904 | +22.3% | 0.00% | 0.0% |
Q1 2017 | $972,000 | -30.1% | 19,553 | -32.4% | 0.00% | 0.0% |
Q4 2016 | $1,391,000 | +54.4% | 28,920 | +46.1% | 0.00% | 0.0% |
Q3 2016 | $901,000 | +15.8% | 19,796 | +14.0% | 0.00% | – |
Q2 2016 | $778,000 | +0.9% | 17,367 | -2.6% | 0.00% | – |
Q1 2016 | $771,000 | +6.5% | 17,835 | +4.4% | 0.00% | – |
Q4 2015 | $724,000 | +964.7% | 17,081 | +902.4% | 0.00% | – |
Q3 2015 | $68,000 | -95.3% | 1,704 | -94.9% | 0.00% | -100.0% |
Q2 2015 | $1,441,000 | -68.9% | 33,490 | -68.7% | 0.00% | -66.7% |
Q1 2015 | $4,635,000 | +128.4% | 107,114 | +125.1% | 0.00% | +200.0% |
Q3 2014 | $2,029,000 | +654.3% | 47,576 | +560.3% | 0.00% | – |
Q3 2013 | $269,000 | – | 7,205 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |