SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $234,169 | -2.0% | 3,340 | -7.7% | 0.01% | -35.3% |
Q4 2022 | $238,992 | -41.0% | 3,620 | -44.2% | 0.02% | -43.3% |
Q2 2022 | $405,000 | +2600.0% | 6,490 | +2277.3% | 0.03% | +900.0% |
Q3 2020 | $15,000 | -100.0% | 273 | -87.6% | 0.00% | -89.3% |
Q1 2020 | $99,711,000 | -98.9% | 2,206 | -98.6% | 0.03% | -98.8% |
Q4 2019 | $9,222,547,000 | +13.7% | 152,843 | +3.9% | 2.24% | -6.5% |
Q3 2019 | $8,109,106,000 | +113234.8% | 147,144 | +16.3% | 2.40% | +0.5% |
Q2 2019 | $7,155,000 | -99.9% | 126,519 | +3.8% | 2.39% | -1.6% |
Q1 2019 | $6,706,907,000 | +119049.2% | 121,833 | +14.8% | 2.43% | -8.6% |
Q4 2018 | $5,629,000 | +21.4% | 106,162 | +19.3% | 2.66% | +125.7% |
Q3 2018 | $4,636,000 | +12.0% | 89,016 | +17.9% | 1.18% | +13.3% |
Q2 2018 | $4,141,000 | +54.8% | 75,504 | +50.5% | 1.04% | +12.1% |
Q1 2018 | $2,675,000 | +43.0% | 50,185 | +52.9% | 0.93% | +52.5% |
Q4 2017 | $1,870,000 | +15.9% | 32,827 | +7.6% | 0.61% | +34.8% |
Q3 2017 | $1,614,000 | +28.3% | 30,515 | +23.7% | 0.45% | +23.9% |
Q2 2017 | $1,258,000 | +27.1% | 24,674 | +23.8% | 0.36% | +6.4% |
Q1 2017 | $990,000 | +3435.7% | 19,934 | +3099.7% | 0.34% | +2750.0% |
Q3 2016 | $28,000 | – | 623 | – | 0.01% | – |
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% |