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 | $2,169,864 | -1.1% | 29,291 | +1.4% | 0.04% | -8.2% |
Q1 2024 | $2,194,145 | +6.3% | 28,878 | -1.9% | 0.05% | -2.0% |
Q4 2023 | $2,064,228 | +11.1% | 29,447 | +2.2% | 0.05% | 0.0% |
Q3 2023 | $1,857,527 | +94.4% | 28,817 | +102.3% | 0.05% | +100.0% |
Q2 2023 | $955,514 | +7.4% | 14,242 | +5.0% | 0.02% | 0.0% |
Q1 2023 | $889,301 | -7.6% | 13,561 | -7.0% | 0.02% | -16.7% |
Q4 2022 | $962,474 | +17.2% | 14,579 | +3.9% | 0.03% | +3.4% |
Q3 2022 | $821,000 | +32.2% | 14,026 | +40.9% | 0.03% | +38.1% |
Q2 2022 | $621,000 | -4.9% | 9,954 | +8.8% | 0.02% | +10.5% |
Q1 2022 | $653,000 | +0.2% | 9,145 | +2.7% | 0.02% | 0.0% |
Q4 2021 | $652,000 | +6.5% | 8,907 | -1.9% | 0.02% | 0.0% |
Q3 2021 | $612,000 | +5.2% | 9,077 | +6.6% | 0.02% | +5.6% |
Q2 2021 | $582,000 | +4.7% | 8,512 | -0.0% | 0.02% | -14.3% |
Q1 2021 | $556,000 | +9.9% | 8,515 | +0.2% | 0.02% | +5.0% |
Q4 2020 | $506,000 | +77.5% | 8,496 | +55.7% | 0.02% | +53.8% |
Q3 2020 | $285,000 | -14.9% | 5,456 | -18.5% | 0.01% | -27.8% |
Q2 2020 | $335,000 | -43.9% | 6,692 | -50.4% | 0.02% | -53.8% |
Q1 2020 | $597,000 | -23.9% | 13,480 | +3.3% | 0.04% | -4.9% |
Q4 2019 | $784,000 | +50.5% | 13,046 | +40.5% | 0.04% | +28.1% |
Q3 2019 | $521,000 | 0.0% | 9,284 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $521,000 | +3.4% | 9,284 | +0.8% | 0.03% | -8.6% |
Q1 2019 | $504,000 | +88.8% | 9,207 | +69.7% | 0.04% | +52.2% |
Q4 2018 | $267,000 | -37.9% | 5,427 | -29.3% | 0.02% | -25.8% |
Q3 2018 | $430,000 | +16.5% | 7,674 | +15.4% | 0.03% | +10.7% |
Q2 2018 | $369,000 | +100.5% | 6,650 | +91.4% | 0.03% | +86.7% |
Q1 2018 | $184,000 | -3.2% | 3,475 | 0.0% | 0.02% | -11.8% |
Q4 2017 | $190,000 | +5.6% | 3,475 | -0.2% | 0.02% | -19.0% |
Q3 2017 | $180,000 | +24.1% | 3,483 | +20.8% | 0.02% | +10.5% |
Q2 2017 | $145,000 | – | 2,883 | +35937.5% | 0.02% | – |
Q1 2017 | $0 | -100.0% | 8 | -57.9% | 0.00% | – |
Q3 2016 | $1,000 | – | 19 | +72.7% | 0.00% | – |
Q2 2016 | $0 | -100.0% | 11 | -73.8% | 0.00% | -100.0% |
Q1 2015 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $2,000 | -50.0% | 42 | -58.0% | 0.00% | -50.0% |
Q4 2013 | $4,000 | – | 100 | – | 0.00% | – |
Download |
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% |