SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,396 | -3.9% | 425 | 0.0% | 0.02% | +12.5% |
Q2 2023 | $28,513 | +2.3% | 425 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $27,872 | -0.7% | 425 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $28,059 | +12.2% | 425 | 0.0% | 0.02% | +6.7% |
Q3 2022 | $25,000 | -7.4% | 425 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $27,000 | -10.0% | 425 | 0.0% | 0.02% | +6.7% |
Q1 2022 | $30,000 | -3.2% | 425 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $31,000 | +6.9% | 425 | 0.0% | 0.02% | -6.2% |
Q3 2021 | $29,000 | 0.0% | 425 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $29,000 | +3.6% | 425 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $28,000 | +12.0% | 425 | 0.0% | 0.02% | +14.3% |
Q4 2020 | $25,000 | +13.6% | 425 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $22,000 | +4.8% | 425 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $21,000 | +10.5% | 425 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $19,000 | -53.7% | 425 | -37.7% | 0.01% | -46.2% |
Q4 2019 | $41,000 | +5.1% | 682 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $39,000 | +2.6% | 682 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $38,000 | +2.7% | 682 | 0.0% | 0.03% | -3.7% |
Q1 2019 | $37,000 | +8.8% | 682 | 0.0% | 0.03% | -3.6% |
Q4 2018 | $34,000 | -10.5% | 682 | 0.0% | 0.03% | +7.7% |
Q3 2018 | $38,000 | +5.6% | 682 | 0.0% | 0.03% | -3.7% |
Q2 2018 | $36,000 | 0.0% | 682 | 0.0% | 0.03% | +8.0% |
Q1 2018 | $36,000 | -2.7% | 682 | 0.0% | 0.02% | +4.2% |
Q4 2017 | $37,000 | +5.7% | 682 | 0.0% | 0.02% | +4.3% |
Q3 2017 | $35,000 | – | 682 | – | 0.02% | – |
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% |