SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 132 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $717,680 | -4.2% | 9,688 | -1.7% | 0.16% | -6.4% |
Q1 2024 | $749,155 | +1.2% | 9,860 | -6.6% | 0.17% | -3.9% |
Q4 2023 | $740,080 | +19.5% | 10,557 | +9.9% | 0.18% | +7.8% |
Q3 2023 | $619,263 | +6.8% | 9,607 | +11.1% | 0.17% | +9.2% |
Q2 2023 | $579,955 | +5.3% | 8,644 | +2.9% | 0.15% | -1.3% |
Q1 2023 | $551,000 | -4.8% | 8,402 | -4.2% | 0.15% | -14.4% |
Q4 2022 | $578,961 | -0.7% | 8,769 | -12.0% | 0.18% | -6.7% |
Q3 2022 | $583,000 | -3.8% | 9,969 | +2.8% | 0.19% | -1.0% |
Q2 2022 | $606,000 | +12.4% | 9,700 | +28.4% | 0.20% | +28.3% |
Q1 2022 | $539,000 | +12.3% | 7,557 | +15.2% | 0.15% | +16.0% |
Q4 2021 | $480,000 | +258.2% | 6,560 | +230.1% | 0.13% | +235.9% |
Q3 2021 | $134,000 | +157.7% | 1,987 | +162.8% | 0.04% | +143.8% |
Q2 2021 | $52,000 | +116.7% | 756 | +108.8% | 0.02% | +100.0% |
Q1 2021 | $24,000 | +9.1% | 362 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $22,000 | +15.8% | 362 | 0.0% | 0.01% | -20.0% |
Q3 2020 | $19,000 | +5.6% | 362 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $18,000 | +12.5% | 362 | 0.0% | 0.01% | -9.1% |
Q1 2020 | $16,000 | -69.2% | 362 | -58.5% | 0.01% | -54.2% |
Q4 2019 | $52,000 | -51.9% | 872 | -54.2% | 0.02% | -53.8% |
Q3 2019 | $108,000 | +0.9% | 1,906 | 0.0% | 0.05% | -1.9% |
Q2 2019 | $107,000 | +2.9% | 1,906 | 0.0% | 0.05% | -1.9% |
Q1 2019 | $104,000 | +7.2% | 1,906 | -2.7% | 0.05% | 0.0% |
Q4 2018 | $97,000 | -11.0% | 1,958 | +0.7% | 0.05% | -6.9% |
Q3 2018 | $109,000 | +5.8% | 1,944 | 0.0% | 0.06% | -3.3% |
Q2 2018 | $103,000 | 0.0% | 1,944 | 0.0% | 0.06% | -46.4% |
Q1 2018 | $103,000 | -2.8% | 1,944 | 0.0% | 0.11% | +75.0% |
Q4 2017 | $106,000 | +3.9% | 1,944 | -0.8% | 0.06% | +1.6% |
Q3 2017 | $102,000 | +2.0% | 1,959 | -1.2% | 0.06% | -1.6% |
Q2 2017 | $100,000 | -15.3% | 1,983 | -16.7% | 0.06% | -17.9% |
Q1 2017 | $118,000 | -17.5% | 2,381 | -19.9% | 0.08% | -22.0% |
Q4 2016 | $143,000 | -3.4% | 2,974 | -8.7% | 0.10% | -5.7% |
Q3 2016 | $148,000 | -14.0% | 3,256 | -15.1% | 0.11% | -17.2% |
Q2 2016 | $172,000 | -9.0% | 3,836 | -12.3% | 0.13% | -12.3% |
Q1 2016 | $189,000 | -1.0% | 4,376 | -8.9% | 0.15% | +55.3% |
Q3 2015 | $191,000 | -14.0% | 4,801 | -7.1% | 0.09% | -10.5% |
Q2 2015 | $222,000 | -16.2% | 5,170 | -15.5% | 0.10% | -18.0% |
Q1 2015 | $265,000 | -12.5% | 6,117 | -11.1% | 0.13% | -23.4% |
Q4 2014 | $303,000 | – | 6,882 | – | 0.17% | – |
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% |