SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 289 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,121,930 | -4.3% | 32,919 | -0.3% | 0.01% | -50.0% |
Q2 2023 | $2,216,130 | -1.3% | 33,032 | -3.5% | 0.01% | +140.0% |
Q1 2023 | $2,245,328 | -5.6% | 34,238 | -4.9% | 0.01% | 0.0% |
Q4 2022 | $2,377,974 | +21.0% | 36,019 | +7.2% | 0.01% | 0.0% |
Q3 2022 | $1,966,000 | -1.7% | 33,594 | +4.8% | 0.01% | 0.0% |
Q2 2022 | $2,000,000 | +1.2% | 32,042 | +15.7% | 0.01% | +25.0% |
Q1 2022 | $1,976,000 | +42.4% | 27,683 | +46.1% | 0.00% | +33.3% |
Q4 2021 | $1,388,000 | +14.1% | 18,953 | +5.0% | 0.00% | 0.0% |
Q3 2021 | $1,217,000 | +3.2% | 18,042 | +4.7% | 0.00% | 0.0% |
Q2 2021 | $1,179,000 | +33.7% | 17,239 | +27.6% | 0.00% | 0.0% |
Q1 2021 | $882,000 | -11.2% | 13,511 | -19.0% | 0.00% | 0.0% |
Q4 2020 | $993,000 | +4.5% | 16,687 | -8.3% | 0.00% | -25.0% |
Q3 2020 | $950,000 | +41.2% | 18,202 | +35.4% | 0.00% | +33.3% |
Q2 2020 | $673,000 | +16.8% | 13,439 | +3.2% | 0.00% | 0.0% |
Q1 2020 | $576,000 | -26.4% | 13,017 | 0.0% | 0.00% | -25.0% |
Q4 2019 | $783,000 | +37.9% | 13,017 | +30.1% | 0.00% | +33.3% |
Q3 2019 | $568,000 | -8.7% | 10,005 | -9.6% | 0.00% | 0.0% |
Q2 2019 | $622,000 | +12.1% | 11,072 | +9.1% | 0.00% | 0.0% |
Q1 2019 | $555,000 | +13.3% | 10,147 | +2.0% | 0.00% | 0.0% |
Q4 2018 | $490,000 | -58.5% | 9,948 | -52.8% | 0.00% | -50.0% |
Q3 2018 | $1,181,000 | +70.2% | 21,068 | +61.2% | 0.01% | +50.0% |
Q2 2018 | $694,000 | -3.1% | 13,067 | -3.5% | 0.00% | -20.0% |
Q1 2018 | $716,000 | -0.3% | 13,544 | +3.2% | 0.01% | 0.0% |
Q4 2017 | $718,000 | +12.2% | 13,125 | +6.2% | 0.01% | 0.0% |
Q3 2017 | $640,000 | +15.1% | 12,358 | +11.5% | 0.01% | +25.0% |
Q2 2017 | $556,000 | – | 11,083 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |