SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $151,097 | -19.8% | 2,304 | -19.3% | 0.02% | -23.1% |
Q4 2022 | $188,421 | +39.6% | 2,854 | +23.9% | 0.03% | +18.2% |
Q3 2022 | $135,000 | -6.2% | 2,304 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $144,000 | -12.2% | 2,304 | 0.0% | 0.02% | -12.0% |
Q1 2022 | $164,000 | -3.0% | 2,304 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $169,000 | +9.0% | 2,304 | 0.0% | 0.02% | +4.2% |
Q3 2021 | $155,000 | -12.9% | 2,304 | -11.5% | 0.02% | -20.0% |
Q2 2021 | $178,000 | +4.7% | 2,604 | 0.0% | 0.03% | -58.3% |
Q1 2021 | $170,000 | +8.3% | 2,604 | -1.4% | 0.07% | +2.9% |
Q4 2020 | $157,000 | +13.8% | 2,642 | 0.0% | 0.07% | +27.3% |
Q3 2020 | $138,000 | -9.2% | 2,642 | -13.1% | 0.06% | -15.4% |
Q2 2020 | $152,000 | -43.7% | 3,042 | -50.1% | 0.06% | -51.1% |
Q1 2020 | $270,000 | +38.5% | 6,094 | +87.9% | 0.13% | +75.0% |
Q4 2019 | $195,000 | -27.8% | 3,244 | -31.9% | 0.08% | -36.7% |
Q3 2019 | $270,000 | -10.0% | 4,764 | -10.9% | 0.12% | -11.1% |
Q2 2019 | $300,000 | -25.7% | 5,345 | -27.5% | 0.14% | -24.2% |
Q1 2019 | $404,000 | +43.3% | 7,376 | +29.1% | 0.18% | +29.9% |
Q4 2018 | $282,000 | -9.3% | 5,715 | +3.0% | 0.14% | +5.4% |
Q3 2018 | $311,000 | +5.4% | 5,549 | 0.0% | 0.13% | -0.8% |
Q2 2018 | $295,000 | -12.7% | 5,549 | -13.3% | 0.13% | -16.6% |
Q1 2018 | $338,000 | -21.8% | 6,399 | -18.9% | 0.16% | -17.4% |
Q4 2017 | $432,000 | +154.1% | 7,893 | +141.2% | 0.19% | +128.9% |
Q3 2017 | $170,000 | +3.7% | 3,272 | 0.0% | 0.08% | -1.2% |
Q2 2017 | $164,000 | +0.6% | 3,272 | 0.0% | 0.08% | -1.2% |
Q1 2017 | $163,000 | +3.8% | 3,272 | 0.0% | 0.08% | +3.7% |
Q4 2016 | $157,000 | +5.4% | 3,272 | 0.0% | 0.08% | +1.2% |
Q3 2016 | $149,000 | +1.4% | 3,272 | 0.0% | 0.08% | -1.2% |
Q2 2016 | $147,000 | +4.3% | 3,272 | 0.0% | 0.08% | +5.1% |
Q1 2016 | $141,000 | +1.4% | 3,272 | 0.0% | 0.08% | +1.3% |
Q4 2015 | $139,000 | +6.9% | 3,272 | 0.0% | 0.08% | -1.3% |
Q3 2015 | $130,000 | -11.0% | 3,272 | -3.8% | 0.08% | -7.1% |
Q2 2015 | $146,000 | -0.7% | 3,403 | 0.0% | 0.08% | -8.7% |
Q1 2015 | $147,000 | – | 3,403 | – | 0.09% | – |
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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% |