SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $217,112 | -3.8% | 3,368 | +0.1% | 0.05% | -3.6% |
Q2 2023 | $225,745 | -9.7% | 3,365 | -11.8% | 0.06% | -14.1% |
Q1 2023 | $250,098 | -40.3% | 3,814 | -39.9% | 0.06% | -44.3% |
Q4 2022 | $418,798 | +6.8% | 6,344 | -5.3% | 0.12% | -2.5% |
Q3 2022 | $392,000 | -4.6% | 6,698 | +1.8% | 0.12% | -2.5% |
Q2 2022 | $411,000 | -10.8% | 6,579 | +1.9% | 0.12% | -2.4% |
Q1 2022 | $461,000 | -2.5% | 6,458 | -0.1% | 0.12% | -1.6% |
Q4 2021 | $473,000 | +10.8% | 6,465 | +2.2% | 0.13% | -7.4% |
Q3 2021 | $427,000 | +3.9% | 6,326 | +5.3% | 0.14% | +8.8% |
Q2 2021 | $411,000 | +6.8% | 6,010 | +1.9% | 0.12% | +1.6% |
Q1 2021 | $385,000 | +11.9% | 5,896 | +2.2% | 0.12% | +16.0% |
Q4 2020 | $344,000 | +22.9% | 5,770 | +7.6% | 0.11% | +3.9% |
Q3 2020 | $280,000 | +8.9% | 5,362 | +4.4% | 0.10% | -2.9% |
Q2 2020 | $257,000 | +10.3% | 5,136 | -2.3% | 0.10% | -8.7% |
Q1 2020 | $233,000 | -25.3% | 5,257 | +1.1% | 0.12% | -19.6% |
Q4 2019 | $312,000 | -1.6% | 5,198 | -7.1% | 0.14% | -8.9% |
Q3 2019 | $317,000 | +5.0% | 5,594 | +4.0% | 0.16% | -13.3% |
Q2 2019 | $302,000 | +5.2% | 5,380 | +2.6% | 0.18% | +1.1% |
Q1 2019 | $287,000 | +11.2% | 5,245 | +0.0% | 0.18% | -8.7% |
Q4 2018 | $258,000 | -12.2% | 5,243 | -0.1% | 0.20% | -0.5% |
Q3 2018 | $294,000 | +5.8% | 5,249 | +0.2% | 0.20% | -5.7% |
Q2 2018 | $278,000 | -0.7% | 5,236 | -1.2% | 0.21% | -8.3% |
Q1 2018 | $280,000 | -6.4% | 5,299 | -3.0% | 0.23% | -24.8% |
Q4 2017 | $299,000 | – | 5,464 | – | 0.30% | – |
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% |