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 | $272,133 | -3.9% | 4,222 | +0.0% | 0.07% | -7.7% |
Q2 2023 | $283,221 | +1.3% | 4,221 | 0.0% | 0.08% | -1.3% |
Q1 2023 | $279,491 | -6.2% | 4,221 | -2.8% | 0.08% | -6.0% |
Q4 2022 | $297,847 | +12.8% | 4,343 | -2.4% | 0.08% | -2.3% |
Q3 2022 | $264,000 | -10.8% | 4,448 | 0.0% | 0.09% | -2.3% |
Q2 2022 | $296,000 | -6.6% | 4,448 | +0.0% | 0.09% | 0.0% |
Q1 2022 | $317,000 | -2.8% | 4,447 | 0.0% | 0.09% | -10.2% |
Q4 2021 | $326,000 | +15.2% | 4,447 | +5.9% | 0.10% | -2.0% |
Q3 2021 | $283,000 | -1.4% | 4,201 | 0.0% | 0.10% | -3.8% |
Q2 2021 | $287,000 | +4.7% | 4,201 | 0.0% | 0.10% | -4.6% |
Q1 2021 | $274,000 | +4.6% | 4,201 | -4.7% | 0.11% | -14.2% |
Q4 2020 | $262,000 | +13.9% | 4,408 | 0.0% | 0.13% | +2.4% |
Q3 2020 | $230,000 | +4.1% | 4,408 | 0.0% | 0.12% | 0.0% |
Q2 2020 | $221,000 | -56.6% | 4,408 | -61.6% | 0.12% | -56.8% |
Q1 2020 | $509,000 | -96.6% | 11,492 | -95.4% | 0.29% | -95.8% |
Q4 2019 | $15,135,000 | -0.2% | 251,744 | -5.8% | 6.80% | -1.2% |
Q3 2019 | $15,163,000 | -1.2% | 267,277 | -2.2% | 6.89% | -3.9% |
Q2 2019 | $15,345,000 | +9.0% | 273,330 | +6.3% | 7.17% | +7.9% |
Q1 2019 | $14,082,000 | +28.2% | 257,247 | +15.4% | 6.65% | +19.3% |
Q4 2018 | $10,985,000 | – | 222,870 | – | 5.58% | – |
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% |