SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $183,325 | -3.9% | 2,844 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $190,804 | +2.3% | 2,844 | 0.0% | 0.02% | -5.6% |
Q1 2023 | $186,510 | -2.4% | 2,844 | -1.8% | 0.02% | -5.3% |
Q4 2022 | $191,128 | +13.1% | 2,895 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $169,000 | -4.5% | 2,895 | +2.4% | 0.02% | 0.0% |
Q2 2022 | $177,000 | -12.8% | 2,828 | -0.5% | 0.02% | 0.0% |
Q1 2022 | $203,000 | -2.9% | 2,843 | -0.4% | 0.02% | -5.0% |
Q4 2021 | $209,000 | +2.0% | 2,854 | -6.2% | 0.02% | -4.8% |
Q3 2021 | $205,000 | +2.5% | 3,044 | +4.2% | 0.02% | -30.0% |
Q2 2021 | $200,000 | -18.0% | 2,920 | -22.0% | 0.03% | -40.0% |
Q1 2021 | $244,000 | -0.8% | 3,745 | -9.5% | 0.05% | -3.8% |
Q4 2020 | $246,000 | +22.4% | 4,139 | +7.7% | 0.05% | +8.3% |
Q3 2020 | $201,000 | -19.6% | 3,843 | -22.9% | 0.05% | -26.2% |
Q2 2020 | $250,000 | +22.0% | 4,982 | +7.7% | 0.06% | +6.6% |
Q1 2020 | $205,000 | -26.3% | 4,625 | 0.0% | 0.06% | -10.3% |
Q4 2019 | $278,000 | +29.9% | 4,625 | +22.5% | 0.07% | +23.6% |
Q3 2019 | $214,000 | +4.9% | 3,776 | +4.1% | 0.06% | +5.8% |
Q2 2019 | $204,000 | +85.5% | 3,626 | +80.5% | 0.05% | +79.3% |
Q1 2019 | $110,000 | +11.1% | 2,009 | 0.0% | 0.03% | +7.4% |
Q4 2018 | $99,000 | +13.8% | 2,009 | +28.9% | 0.03% | +22.7% |
Q3 2018 | $87,000 | +210.7% | 1,559 | +191.4% | 0.02% | +214.3% |
Q2 2018 | $28,000 | 0.0% | 535 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $28,000 | -3.4% | 535 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $29,000 | +38.1% | 535 | +29.9% | 0.01% | +40.0% |
Q3 2017 | $21,000 | – | 412 | – | 0.01% | – |
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% |