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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,416,416 | -0.2% | 32,619 | +2.3% | 0.16% | -4.8% |
Q1 2024 | $2,422,167 | +26.9% | 31,879 | +17.1% | 0.17% | +15.3% |
Q4 2023 | $1,908,964 | +23.3% | 27,232 | +13.4% | 0.14% | +10.8% |
Q3 2023 | $1,548,201 | +9.3% | 24,018 | +13.8% | 0.13% | +9.2% |
Q2 2023 | $1,415,935 | +21.4% | 21,105 | +18.6% | 0.12% | +15.5% |
Q1 2023 | $1,166,538 | -0.7% | 17,788 | -0.0% | 0.10% | -9.6% |
Q4 2022 | $1,174,430 | +15.8% | 17,789 | +2.6% | 0.11% | +6.5% |
Q3 2022 | $1,014,000 | -0.2% | 17,331 | +6.5% | 0.11% | +0.9% |
Q2 2022 | $1,016,000 | +4.2% | 16,280 | +19.2% | 0.11% | +19.1% |
Q1 2022 | $975,000 | +1.9% | 13,659 | +4.6% | 0.09% | +4.7% |
Q4 2021 | $957,000 | +7.9% | 13,064 | -0.6% | 0.08% | -1.2% |
Q3 2021 | $887,000 | +2.0% | 13,147 | +3.3% | 0.09% | -1.1% |
Q2 2021 | $870,000 | +34.1% | 12,724 | +16.7% | 0.09% | +19.2% |
Q4 2020 | $649,000 | +26.3% | 10,901 | +6.3% | 0.07% | -22.3% |
Q2 2020 | $514,000 | -10.0% | 10,258 | +8.0% | 0.09% | -8.7% |
Q4 2019 | $571,000 | +43.1% | 9,501 | +35.0% | 0.10% | +32.1% |
Q3 2019 | $399,000 | +26.7% | 7,039 | +25.6% | 0.08% | +27.9% |
Q2 2019 | $315,000 | +6.8% | 5,603 | +4.0% | 0.06% | +1.7% |
Q1 2019 | $295,000 | -14.5% | 5,390 | -22.9% | 0.06% | -21.1% |
Q4 2018 | $345,000 | -0.6% | 6,992 | +13.1% | 0.08% | +4.1% |
Q3 2018 | $347,000 | +35.5% | 6,182 | +28.3% | 0.07% | -6.4% |
Q2 2018 | $256,000 | -9.9% | 4,818 | -10.4% | 0.08% | +23.8% |
Q1 2018 | $284,000 | -44.6% | 5,380 | -42.7% | 0.06% | -44.7% |
Q4 2017 | $513,000 | +10.1% | 9,385 | +4.4% | 0.11% | +4.6% |
Q3 2017 | $466,000 | -0.4% | 8,986 | -3.6% | 0.11% | -6.0% |
Q2 2017 | $468,000 | +1.5% | 9,318 | +0.4% | 0.12% | -3.3% |
Q1 2017 | $461,000 | -2.3% | 9,280 | -5.4% | 0.12% | -7.7% |
Q4 2016 | $472,000 | +42.2% | 9,814 | +34.5% | 0.13% | +38.3% |
Q3 2016 | $332,000 | -11.9% | 7,294 | -13.4% | 0.09% | -9.6% |
Q2 2016 | $377,000 | +22.4% | 8,424 | +18.3% | 0.10% | +25.3% |
Q1 2016 | $308,000 | +49.5% | 7,121 | +46.2% | 0.08% | +56.6% |
Q4 2015 | $206,000 | +80.7% | 4,872 | +69.5% | 0.05% | +76.7% |
Q3 2015 | $114,000 | +192.3% | 2,874 | +215.1% | 0.03% | +172.7% |
Q2 2015 | $39,000 | – | 912 | – | 0.01% | – |
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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% |