SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $76,006 | -15.8% | 1,026 | -13.6% | 0.01% | -17.6% |
Q1 2024 | $90,264 | +8.6% | 1,188 | +0.2% | 0.02% | 0.0% |
Q4 2023 | $83,126 | +9.0% | 1,186 | +0.3% | 0.02% | 0.0% |
Q3 2023 | $76,250 | -17.4% | 1,183 | -15.4% | 0.02% | -22.7% |
Q2 2023 | $92,357 | 0.0% | 1,399 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $92,357 | +0.0% | 1,399 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $92,356 | -0.7% | 1,399 | -7.1% | 0.02% | -8.3% |
Q3 2022 | $93,000 | -4.1% | 1,506 | +0.3% | 0.02% | 0.0% |
Q2 2022 | $97,000 | -24.2% | 1,502 | -16.2% | 0.02% | -17.2% |
Q1 2022 | $128,000 | -2.3% | 1,793 | +0.2% | 0.03% | -6.5% |
Q4 2021 | $131,000 | -15.5% | 1,790 | -21.9% | 0.03% | -24.4% |
Q3 2021 | $155,000 | -11.9% | 2,293 | -11.1% | 0.04% | -10.9% |
Q2 2021 | $176,000 | -32.6% | 2,578 | -35.5% | 0.05% | -38.7% |
Q1 2021 | $261,000 | +3.2% | 3,999 | -5.8% | 0.08% | -6.2% |
Q4 2020 | $253,000 | +10.5% | 4,245 | -3.4% | 0.08% | +77.8% |
Q3 2020 | $229,000 | -5.8% | 4,396 | -9.5% | 0.04% | -51.1% |
Q2 2020 | $243,000 | +2.5% | 4,856 | -9.1% | 0.09% | -20.0% |
Q1 2020 | $237,000 | -26.2% | 5,344 | +0.2% | 0.12% | -11.5% |
Q4 2019 | $321,000 | +2.2% | 5,331 | -3.7% | 0.13% | +21.5% |
Q3 2019 | $314,000 | -3.4% | 5,533 | -4.4% | 0.11% | -17.7% |
Q2 2019 | $325,000 | -11.7% | 5,786 | -14.0% | 0.13% | -15.6% |
Q1 2019 | $368,000 | +9.5% | 6,726 | -1.4% | 0.15% | -6.7% |
Q4 2018 | $336,000 | – | 6,820 | – | 0.16% | – |
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% |