SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,452,026 | +99353.8% | 22,526 | +3.5% | 0.53% | +10.4% |
Q2 2023 | $1,460 | +16.5% | 21,766 | +13.9% | 0.48% | +21.2% |
Q1 2023 | $1,253 | +10.0% | 19,102 | +10.7% | 0.40% | +5.9% |
Q4 2022 | $1,139 | -99.9% | 17,250 | -1.2% | 0.38% | +1.1% |
Q3 2022 | $1,022,000 | +1.6% | 17,460 | +8.4% | 0.37% | +8.2% |
Q2 2022 | $1,006,000 | +19.3% | 16,113 | +36.4% | 0.34% | +36.7% |
Q1 2022 | $843,000 | -3.0% | 11,810 | -0.5% | 0.25% | -2.0% |
Q4 2021 | $869,000 | +9.2% | 11,868 | +0.6% | 0.26% | +7.6% |
Q3 2021 | $796,000 | -6.9% | 11,802 | -5.6% | 0.24% | -5.9% |
Q2 2021 | $855,000 | -5.4% | 12,503 | -9.8% | 0.25% | -5.2% |
Q1 2021 | $904,000 | +9.7% | 13,854 | +0.0% | 0.27% | +8.5% |
Q4 2020 | $824,000 | +14.3% | 13,849 | +0.2% | 0.25% | +0.4% |
Q3 2020 | $721,000 | +28.1% | 13,824 | +23.1% | 0.24% | +21.3% |
Q2 2020 | $563,000 | +38.0% | 11,233 | +22.0% | 0.20% | +18.8% |
Q1 2020 | $408,000 | -19.2% | 9,205 | +9.6% | 0.17% | -6.1% |
Q4 2019 | $505,000 | +2.0% | 8,397 | -4.8% | 0.18% | -8.6% |
Q2 2019 | $495,000 | -0.8% | 8,818 | -3.2% | 0.20% | -11.6% |
Q1 2019 | $499,000 | -88.2% | 9,111 | +6.3% | 0.22% | +11.4% |
Q4 2018 | $4,223,000 | +765.4% | 8,567 | -1.5% | 0.20% | -1.5% |
Q3 2018 | $488,000 | +3.4% | 8,694 | -2.1% | 0.20% | -1.0% |
Q2 2018 | $472,000 | – | 8,877 | – | 0.21% | – |
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% |