SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $18,123,162 | +12.4% | 274,510 | -0.4% | 1.49% | +3.1% |
Q3 2022 | $16,119,000 | -28.2% | 275,492 | -23.4% | 1.44% | -25.7% |
Q2 2022 | $22,437,000 | -14.4% | 359,466 | -2.1% | 1.94% | -4.8% |
Q1 2022 | $26,216,000 | +141.4% | 367,241 | +147.6% | 2.04% | +148.8% |
Q4 2021 | $10,859,000 | +15.8% | 148,304 | +6.7% | 0.82% | +7.2% |
Q3 2021 | $9,378,000 | -5.0% | 138,974 | -3.7% | 0.76% | -5.1% |
Q2 2021 | $9,871,000 | +439.4% | 144,381 | +415.0% | 0.80% | +400.0% |
Q1 2021 | $1,830,000 | -22.4% | 28,035 | -24.0% | 0.16% | +51.9% |
Q4 2020 | $2,358,000 | +374.4% | 36,906 | +287.8% | 0.11% | +112.0% |
Q3 2020 | $497,000 | -14.5% | 9,516 | -18.0% | 0.05% | -19.4% |
Q2 2020 | $581,000 | -35.2% | 11,601 | -42.7% | 0.06% | -46.1% |
Q1 2020 | $897,000 | -37.7% | 20,256 | -15.4% | 0.12% | -28.1% |
Q4 2019 | $1,439,000 | -1.9% | 23,937 | -7.4% | 0.16% | -9.6% |
Q3 2019 | $1,467,000 | -4.3% | 25,852 | -5.3% | 0.18% | -2.7% |
Q2 2019 | $1,533,000 | -27.2% | 27,309 | -29.1% | 0.18% | -25.4% |
Q1 2019 | $2,107,000 | -68.9% | 38,499 | -72.0% | 0.24% | -72.2% |
Q4 2018 | $6,781,000 | +169425.0% | 137,565 | +199269.6% | 0.88% | – |
Q1 2018 | $4,000 | -55.6% | 69 | -60.3% | 0.00% | -100.0% |
Q1 2017 | $9,000 | -99.1% | 174 | -94.9% | 0.00% | -99.3% |
Q3 2016 | $978,000 | -84.4% | 3,397 | -97.6% | 0.15% | -84.9% |
Q2 2016 | $6,262,000 | +12.5% | 139,808 | +8.5% | 0.97% | +8.5% |
Q1 2016 | $5,568,000 | – | 128,892 | – | 0.90% | – |
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% |