SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,498,587 | -1.6% | 38,762 | +2.4% | 0.00% | 0.0% |
Q2 2023 | $2,539,121 | +4.2% | 37,846 | +1.9% | 0.00% | 0.0% |
Q1 2023 | $2,436,808 | -2.2% | 37,158 | -1.6% | 0.00% | 0.0% |
Q4 2022 | $2,492,280 | -48.5% | 37,749 | -54.4% | 0.00% | -60.0% |
Q3 2022 | $4,844,000 | -5.3% | 82,796 | +1.0% | 0.01% | 0.0% |
Q2 2022 | $5,117,000 | +3.1% | 81,970 | +17.9% | 0.01% | +25.0% |
Q1 2022 | $4,964,000 | +84.9% | 69,526 | +89.6% | 0.00% | +100.0% |
Q4 2021 | $2,685,000 | +34.0% | 36,663 | +23.4% | 0.00% | 0.0% |
Q3 2021 | $2,004,000 | +9.7% | 29,703 | +11.2% | 0.00% | 0.0% |
Q2 2021 | $1,827,000 | +208.6% | 26,717 | +194.6% | 0.00% | +100.0% |
Q1 2021 | $592,000 | +35.2% | 9,069 | +23.2% | 0.00% | – |
Q4 2020 | $438,000 | +42.2% | 7,364 | +24.7% | 0.00% | – |
Q3 2020 | $308,000 | +10.4% | 5,904 | +6.2% | 0.00% | – |
Q2 2020 | $279,000 | +17.7% | 5,560 | +4.0% | 0.00% | – |
Q1 2020 | $237,000 | -20.2% | 5,348 | +8.2% | 0.00% | – |
Q4 2019 | $297,000 | +38.1% | 4,944 | +30.7% | 0.00% | – |
Q3 2019 | $215,000 | -5.3% | 3,783 | -6.4% | 0.00% | – |
Q2 2019 | $227,000 | – | 4,041 | – | 0.00% | – |
Download |
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% |