SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $515,851 | +15.7% | 8,002 | +20.4% | 0.05% | +18.2% |
Q2 2023 | $445,746 | -4.6% | 6,644 | -6.7% | 0.04% | -10.2% |
Q1 2023 | $467,126 | -2.8% | 7,123 | -2.1% | 0.05% | -9.3% |
Q4 2022 | $480,362 | +3.1% | 7,276 | -8.6% | 0.05% | -19.4% |
Q3 2022 | $466,000 | -1.9% | 7,960 | +4.6% | 0.07% | +4.7% |
Q2 2022 | $475,000 | +0.8% | 7,607 | +15.4% | 0.06% | +12.3% |
Q1 2022 | $471,000 | +18.0% | 6,594 | +21.0% | 0.06% | +7.5% |
Q4 2021 | $399,000 | -0.2% | 5,449 | -8.2% | 0.05% | -13.1% |
Q3 2021 | $400,000 | -1.5% | 5,934 | 0.0% | 0.06% | -10.3% |
Q2 2021 | $406,000 | +3.8% | 5,934 | -1.0% | 0.07% | -23.6% |
Q1 2021 | $391,000 | +9.5% | 5,994 | -0.2% | 0.09% | -5.3% |
Q4 2020 | $357,000 | +14.1% | 6,004 | 0.0% | 0.09% | -3.1% |
Q3 2020 | $313,000 | -2.2% | 6,004 | -5.9% | 0.10% | -14.9% |
Q2 2020 | $320,000 | +13.5% | 6,379 | 0.0% | 0.11% | -5.0% |
Q1 2020 | $282,000 | -25.8% | 6,379 | +0.8% | 0.12% | -8.4% |
Q4 2019 | $380,000 | +5.6% | 6,329 | +0.9% | 0.13% | +1.6% |
Q3 2019 | $360,000 | +16.9% | 6,274 | +14.2% | 0.13% | -36.8% |
Q2 2019 | $308,000 | +2.3% | 5,492 | 0.0% | 0.20% | -1.0% |
Q1 2019 | $301,000 | +11.1% | 5,492 | -0.2% | 0.21% | -5.1% |
Q4 2018 | $271,000 | +2.7% | 5,501 | +16.8% | 0.22% | +14.8% |
Q3 2018 | $264,000 | +9.5% | 4,708 | +3.8% | 0.19% | -6.0% |
Q2 2018 | $241,000 | – | 4,535 | – | 0.20% | – |
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% |