MONETA GROUP INVESTMENT ADVISORS LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$44,260,750
+1.2%
686,639
+5.3%
1.00%
+3.7%
Q2 2023$43,746,876
+15.1%
652,063
+12.5%
0.97%
+6.1%
Q1 2023$38,024,049
+4.7%
579,812
+9.8%
0.91%
-8.2%
Q4 2022$36,311,307
+35.4%
528,241
+15.2%
1.00%
-2.6%
Q3 2022$26,823,000
-13.2%
458,434
-7.4%
1.02%
-3.1%
Q2 2022$30,892,000
+41.0%
494,905
+61.2%
1.06%
+22.7%
Q1 2022$21,915,000
+12.4%
306,976
+15.3%
0.86%
+8.6%
Q4 2021$19,490,000
+20.1%
266,184
+10.7%
0.79%
+5.9%
Q3 2021$16,231,000
+16.5%
240,531
+18.0%
0.75%
+16.5%
Q2 2021$13,938,000
+34.6%
203,861
+28.5%
0.64%
+17.4%
Q1 2021$10,353,000
+25.9%
158,594
+14.8%
0.55%
-7.4%
Q4 2020$8,225,000
+23.9%
138,166
+8.6%
0.59%
+2.2%
Q3 2020$6,637,000
+11.0%
127,170
+6.6%
0.58%
+1.8%
Q2 2020$5,980,000
+9.7%
119,337
-3.1%
0.57%
+0.2%
Q1 2020$5,450,000
+3.6%
123,108
+40.7%
0.57%
+28.6%
Q4 2019$5,260,000
+19.8%
87,492
+13.1%
0.44%
+7.6%
Q3 2019$4,389,000
-2.1%
77,366
-3.1%
0.41%
-7.2%
Q2 2019$4,481,000
+92.5%
79,818
+87.7%
0.44%
+81.9%
Q1 2019$2,328,000
+1.0%
42,528
-9.1%
0.24%
-11.6%
Q4 2018$2,306,000
+99.3%
46,784
+126.7%
0.28%
+133.1%
Q3 2018$1,157,000
+4.0%
20,633
-1.6%
0.12%
-3.3%
Q2 2018$1,113,000
+521.8%
20,959
+517.2%
0.12%
+408.3%
Q1 2018$179,000
+54.3%
3,396
+59.5%
0.02%
+33.3%
Q4 2017$116,0002,1290.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 743,504$48,758,50820.77%
Northern Capital Management, Inc. 306,160$20,077,94317.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 796,611$52,241,75816.76%
Financial Advisors, LLC 866,550$56,828,37214.39%
Avantax Planning Partners, Inc. 4,285,341$281,032,68211.41%
Gemmer Asset Management LLC 1,178,987$77,317,98011.31%
BALLAST ADVISORS LLC 410,474$26,918,86510.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 436,630$28,634,21510.71%
MATHER GROUP, LLC. 8,592,533$563,498,30910.01%
IVC Wealth Advisors LLC 186,278$12,216,1308.66%
View complete list of SCHWAB STRATEGIC TR shareholders