SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $371,032 | -37.5% | 5,756 | -34.9% | 0.00% | 0.0% |
Q2 2023 | $593,612 | +1.0% | 8,848 | -1.2% | 0.00% | 0.0% |
Q1 2023 | $587,466 | +36.8% | 8,958 | +22.5% | 0.00% | 0.0% |
Q4 2022 | $429,507 | +7.6% | 7,312 | +7.3% | 0.00% | 0.0% |
Q3 2022 | $399,000 | -6.1% | 6,812 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $425,000 | -12.6% | 6,812 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $486,000 | -2.6% | 6,812 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $499,000 | +18.2% | 6,812 | +8.8% | 0.00% | 0.0% |
Q3 2021 | $422,000 | -2.1% | 6,261 | -0.7% | 0.00% | 0.0% |
Q2 2021 | $431,000 | +6.4% | 6,304 | +1.6% | 0.00% | 0.0% |
Q1 2021 | $405,000 | +8.9% | 6,204 | -0.6% | 0.00% | 0.0% |
Q4 2020 | $372,000 | +21.2% | 6,243 | +6.0% | 0.00% | 0.0% |
Q3 2020 | $307,000 | -8.1% | 5,888 | -22.0% | 0.00% | 0.0% |
Q1 2020 | $334,000 | -51.5% | 7,548 | -34.1% | 0.00% | -50.0% |
Q4 2019 | $689,000 | +2.7% | 11,453 | -3.1% | 0.00% | 0.0% |
Q3 2019 | $671,000 | -38.8% | 11,823 | -39.5% | 0.00% | -50.0% |
Q2 2019 | $1,097,000 | +0.5% | 19,543 | -2.0% | 0.00% | 0.0% |
Q1 2019 | $1,092,000 | +201.7% | 19,940 | +171.8% | 0.00% | +100.0% |
Q4 2018 | $362,000 | -25.1% | 7,335 | -14.8% | 0.00% | 0.0% |
Q3 2018 | $483,000 | +8.1% | 8,606 | +2.3% | 0.00% | 0.0% |
Q2 2018 | $447,000 | -5.5% | 8,410 | -6.1% | 0.00% | 0.0% |
Q1 2018 | $473,000 | -12.2% | 8,960 | -9.2% | 0.00% | 0.0% |
Q4 2017 | $539,000 | -3.4% | 9,864 | -8.5% | 0.00% | -33.3% |
Q3 2017 | $558,000 | – | 10,776 | – | 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% |