UNITED CAPITAL FINANCIAL ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$45,824,633
-5.0%
710,900
-1.2%
0.30%
+14.1%
Q2 2023$48,254,219
-0.7%
719,246
-2.9%
0.26%
-3.0%
Q1 2023$48,594,649
-7.1%
740,998
-6.4%
0.27%
-7.5%
Q4 2022$52,291,584
+3.9%
792,057
-7.9%
0.29%
-1.3%
Q3 2022$50,332,000
-16.7%
860,220
-11.1%
0.30%
-10.5%
Q2 2022$60,407,000
-15.0%
967,753
-2.8%
0.33%
-3.8%
Q1 2022$71,073,000
-8.0%
995,561
-5.7%
0.34%
-3.1%
Q4 2021$77,282,000
+3.1%
1,055,478
-4.9%
0.36%
-5.1%
Q3 2021$74,926,000
-6.0%
1,110,344
-4.7%
0.38%
-6.5%
Q2 2021$79,674,000
-2.5%
1,165,330
-6.9%
0.40%
-11.3%
Q1 2021$81,733,000
+4.1%
1,252,035
-5.1%
0.45%
-4.4%
Q4 2020$78,518,000
+10.4%
1,318,958
-3.2%
0.47%
+1.9%
Q3 2020$71,143,000
-1.7%
1,363,152
-5.6%
0.46%
-11.8%
Q2 2020$72,345,000
+5.5%
1,443,733
-6.8%
0.53%
-7.2%
Q1 2020$68,570,000
-15.2%
1,548,915
+15.1%
0.57%
+8.6%
Q4 2019$80,879,000
+8.1%
1,345,286
+2.0%
0.52%
-0.2%
Q3 2019$74,808,000
+7.3%
1,318,674
+6.2%
0.52%
+14.7%
Q2 2019$69,729,000
+10.7%
1,242,049
+8.0%
0.46%
+2.9%
Q1 2019$62,963,000
+20.4%
1,150,216
+8.4%
0.44%
+6.7%
Q4 2018$52,284,000
-17.5%
1,060,740
-6.1%
0.42%
-6.7%
Q3 2018$63,365,000
+5.0%
1,129,898
-0.6%
0.44%
-1.1%
Q2 2018$60,375,000
+6.9%
1,136,570
+6.4%
0.45%
+4.4%
Q1 2018$56,460,000
+402.6%
1,068,516
+420.0%
0.43%
+384.3%
Q4 2017$11,233,000
+7.0%
205,467
+1.4%
0.09%0.0%
Q3 2017$10,496,000
+6.5%
202,544
+3.1%
0.09%
+1.1%
Q2 2017$9,858,000
-2.9%
196,379
-3.9%
0.09%
-7.4%
Q1 2017$10,149,000
-3.1%
204,281
-6.2%
0.10%
-6.9%
Q4 2016$10,474,000
+4.4%
217,790
-1.1%
0.10%
+5.2%
Q3 2016$10,031,000
-15.9%
220,171
-16.9%
0.10%
-19.8%
Q2 2016$11,926,000
-1.2%
265,022
-5.1%
0.12%
-9.0%
Q1 2016$12,068,000
+10.0%
279,345
+8.1%
0.13%
+5.6%
Q4 2015$10,966,000
+4.5%
258,400
-2.0%
0.13%0.0%
Q3 2015$10,496,000
-15.1%
263,575
-8.2%
0.13%
-11.9%
Q2 2015$12,361,000
-5.5%
287,255
-3.3%
0.14%
-10.6%
Q1 2015$13,081,000
-49.3%
297,200
-49.2%
0.16%
-17.5%
Q4 2014$25,794,000
+186.4%
584,894
+176.9%
0.19%
+24.4%
Q3 2014$9,006,000
-3.9%
211,204
-3.4%
0.16%
-10.3%
Q2 2014$9,367,000
+3.9%
218,708
-0.0%
0.17%
-9.4%
Q1 2014$9,014,000
+8.2%
218,730
+6.9%
0.19%
-32.4%
Q4 2013$8,333,000
+48.5%
204,579
+36.0%
0.28%
+58.7%
Q3 2013$5,612,000
+25.4%
150,447
+21.7%
0.18%
+50.4%
Q2 2013$4,477,000123,6700.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2018
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 279,528$20,467,00020.53%
Avantax Planning Partners, Inc. 5,561,497$407,213,00016.75%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 542,003$39,685,00016.30%
Mokosak Advisory Group, LLC 537,662$39,358,00015.10%
Advisory Services & Investments, LLC 287,055$21,018,00013.44%
Northern Capital Management, Inc. 203,338$14,888,00011.87%
BALLAST ADVISORS LLC 384,685$28,167,00010.77%
GenWealth Group, Inc. 515,819$37,768,00010.22%
IVC Wealth Advisors LLC 201,036$14,720,0009.49%
MATHER GROUP, LLC. 6,430,919$470,871,0009.22%
View complete list of SCHWAB STRATEGIC TR shareholders