SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,104,172 | -4.6% | 156,751 | -0.7% | 0.40% | -7.0% |
Q2 2023 | $10,595,369 | +2.0% | 157,928 | -0.3% | 0.43% | -5.5% |
Q1 2023 | $10,390,976 | +2.3% | 158,447 | +3.0% | 0.45% | -5.6% |
Q4 2022 | $10,152,588 | +10.1% | 153,780 | -2.4% | 0.48% | -1.0% |
Q3 2022 | $9,220,000 | +4.8% | 157,572 | +11.8% | 0.48% | +4.5% |
Q2 2022 | $8,798,000 | +24.3% | 140,944 | +42.1% | 0.46% | +30.9% |
Q1 2022 | $7,080,000 | +0.5% | 99,165 | +3.0% | 0.35% | +0.3% |
Q4 2021 | $7,048,000 | +11.8% | 96,256 | +3.1% | 0.35% | -1.9% |
Q3 2021 | $6,303,000 | -1.6% | 93,400 | -0.3% | 0.36% | -7.5% |
Q2 2021 | $6,404,000 | +0.5% | 93,669 | -4.0% | 0.39% | -23.9% |
Q1 2021 | $6,372,000 | +6.8% | 97,614 | -2.6% | 0.51% | +12.1% |
Q4 2020 | $5,966,000 | +22.7% | 100,224 | +7.6% | 0.46% | +9.6% |
Q3 2020 | $4,862,000 | +12.4% | 93,159 | +7.9% | 0.42% | +2.7% |
Q2 2020 | $4,327,000 | +19.1% | 86,344 | +5.2% | 0.40% | +1.8% |
Q1 2020 | $3,634,000 | +493.8% | 82,085 | +706.9% | 0.40% | +492.5% |
Q4 2019 | $612,000 | +6.1% | 10,173 | 0.0% | 0.07% | -4.3% |
Q3 2019 | $577,000 | +85.5% | 10,173 | +83.9% | 0.07% | +70.7% |
Q2 2019 | $311,000 | +6.5% | 5,533 | +3.8% | 0.04% | -2.4% |
Q1 2019 | $292,000 | +5.8% | 5,329 | -4.7% | 0.04% | -10.6% |
Q4 2018 | $276,000 | +12.7% | 5,594 | +27.8% | 0.05% | +9.3% |
Q3 2018 | $245,000 | +5.2% | 4,377 | 0.0% | 0.04% | -2.3% |
Q2 2018 | $233,000 | -11.7% | 4,377 | -12.4% | 0.04% | -15.4% |
Q1 2018 | $264,000 | +10.5% | 4,995 | +14.1% | 0.05% | +2.0% |
Q4 2017 | $239,000 | +5.3% | 4,377 | 0.0% | 0.05% | -1.9% |
Q3 2017 | $227,000 | +3.2% | 4,377 | 0.0% | 0.05% | -3.7% |
Q2 2017 | $220,000 | +1.4% | 4,377 | 0.0% | 0.05% | 0.0% |
Q1 2017 | $217,000 | – | 4,377 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |