SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $934,904 | -29.7% | 14,504 | -26.9% | 0.04% | -33.3% |
Q2 2023 | $1,330,533 | -54.4% | 19,832 | -55.4% | 0.06% | -57.4% |
Q1 2023 | $2,918,300 | -0.5% | 44,500 | +0.2% | 0.15% | -11.4% |
Q4 2022 | $2,932,995 | +15.1% | 44,426 | +2.0% | 0.17% | +2.5% |
Q3 2022 | $2,549,000 | +7.1% | 43,570 | +14.2% | 0.16% | +5.8% |
Q2 2022 | $2,381,000 | +7.2% | 38,150 | +22.6% | 0.15% | +27.3% |
Q1 2022 | $2,221,000 | +1.6% | 31,107 | +4.2% | 0.12% | +9.0% |
Q4 2021 | $2,185,000 | +8.7% | 29,847 | +0.2% | 0.11% | -2.6% |
Q3 2021 | $2,011,000 | +66.2% | 29,794 | +68.4% | 0.11% | +65.2% |
Q2 2021 | $1,210,000 | +5.0% | 17,697 | +0.3% | 0.07% | -4.2% |
Q1 2021 | $1,152,000 | +15.5% | 17,650 | +5.4% | 0.07% | +7.5% |
Q4 2020 | $997,000 | +20.8% | 16,746 | +5.9% | 0.07% | +6.3% |
Q3 2020 | $825,000 | +2.1% | 15,808 | -1.9% | 0.06% | -4.5% |
Q2 2020 | $808,000 | -0.5% | 16,117 | -12.1% | 0.07% | -17.5% |
Q1 2020 | $812,000 | -6.1% | 18,334 | +27.4% | 0.08% | +35.6% |
Q4 2019 | $865,000 | +23.2% | 14,395 | +16.3% | 0.06% | +18.0% |
Q3 2019 | $702,000 | +5.6% | 12,375 | +4.5% | 0.05% | 0.0% |
Q2 2019 | $665,000 | -48.9% | 11,840 | -50.3% | 0.05% | -3.8% |
Q1 2019 | $1,302,000 | +119.9% | 23,800 | +98.1% | 0.05% | -1.9% |
Q4 2018 | $592,000 | -11.2% | 12,015 | +1.1% | 0.05% | -1.9% |
Q3 2018 | $667,000 | +6.4% | 11,888 | +0.7% | 0.05% | 0.0% |
Q2 2018 | $627,000 | -12.6% | 11,807 | -13.0% | 0.05% | -12.9% |
Q1 2018 | $717,000 | -29.2% | 13,566 | -26.7% | 0.06% | -28.7% |
Q4 2017 | $1,012,000 | +5.7% | 18,517 | +0.3% | 0.09% | +4.8% |
Q3 2017 | $957,000 | +2.9% | 18,469 | -0.3% | 0.08% | +1.2% |
Q2 2017 | $930,000 | +7.9% | 18,525 | +6.8% | 0.08% | +7.9% |
Q1 2017 | $862,000 | – | 17,341 | – | 0.08% | – |
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% |