SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 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 | 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% |