SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $205,000 | -9.3% | 2,795 | -15.4% | 0.02% | -19.4% |
Q2 2021 | $226,000 | +4.6% | 3,302 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $216,000 | -11.5% | 3,302 | -19.5% | 0.03% | -16.2% |
Q4 2020 | $244,000 | -5.1% | 4,104 | -16.6% | 0.04% | -19.6% |
Q3 2020 | $257,000 | -23.5% | 4,922 | -26.6% | 0.05% | -31.3% |
Q2 2020 | $336,000 | -18.8% | 6,705 | -28.3% | 0.07% | -41.7% |
Q1 2020 | $414,000 | +32.3% | 9,357 | +79.8% | 0.12% | +62.0% |
Q4 2019 | $313,000 | +9.8% | 5,203 | +3.6% | 0.07% | 0.0% |
Q3 2019 | $285,000 | -4.4% | 5,024 | -5.5% | 0.07% | -2.7% |
Q2 2019 | $298,000 | +12.0% | 5,317 | +9.5% | 0.07% | +7.4% |
Q1 2019 | $266,000 | +11.3% | 4,854 | 0.0% | 0.07% | -1.4% |
Q4 2018 | $239,000 | – | 4,854 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |