SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $18,288 | +14.3% | 277 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $16,000 | -5.9% | 277 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $17,000 | -15.0% | 277 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $20,000 | 0.0% | 277 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $20,000 | 0.0% | 277 | -4.8% | 0.00% | 0.0% |
Q3 2021 | $20,000 | +5.3% | 291 | +5.1% | 0.00% | 0.0% |
Q2 2021 | $19,000 | +5.6% | 277 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $18,000 | -47.1% | 277 | -52.0% | 0.00% | -50.0% |
Q4 2020 | $34,000 | +13.3% | 577 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $30,000 | +3.4% | 577 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $29,000 | -6.5% | 577 | -17.8% | 0.00% | -33.3% |
Q1 2020 | $31,000 | -35.4% | 702 | -12.5% | 0.00% | 0.0% |
Q4 2019 | $48,000 | +6.7% | 802 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $45,000 | 0.0% | 802 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $45,000 | +2.3% | 802 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $44,000 | 0.0% | 802 | -11.1% | 0.00% | -25.0% |
Q4 2018 | $44,000 | -13.7% | 902 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $51,000 | +6.2% | 902 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $48,000 | 0.0% | 902 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $48,000 | -2.0% | 902 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $49,000 | +53.1% | 902 | +44.3% | 0.00% | +33.3% |
Q3 2017 | $32,000 | +3.2% | 625 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $31,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $31,000 | +3.3% | 625 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $30,000 | +7.1% | 625 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $28,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $28,000 | +3.7% | 625 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $27,000 | -62.5% | 625 | -62.9% | 0.00% | -66.7% |
Q4 2015 | $72,000 | +7.5% | 1,685 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $67,000 | +6.3% | 1,685 | +15.4% | 0.01% | +12.5% |
Q2 2015 | $63,000 | 0.0% | 1,460 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $63,000 | +103.2% | 1,460 | +108.6% | 0.01% | +100.0% |
Q4 2014 | $31,000 | +3.3% | 700 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $30,000 | – | 700 | – | 0.00% | – |
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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% |