SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 507 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,352 | -21.9% | 52 | -18.8% | 0.00% | -20.0% |
Q2 2023 | $4,294 | +2.3% | 64 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $4,197 | -0.7% | 64 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $4,225 | +5.6% | 64 | 0.0% | 0.01% | -16.7% |
Q3 2022 | $4,000 | 0.0% | 64 | 0.0% | 0.01% | +20.0% |
Q2 2022 | $4,000 | -20.0% | 64 | 0.0% | 0.01% | -16.7% |
Q1 2022 | $5,000 | -28.6% | 64 | -35.4% | 0.01% | 0.0% |
Q4 2021 | $7,000 | +75.0% | 99 | +54.7% | 0.01% | +100.0% |
Q3 2021 | $4,000 | -33.3% | 64 | -29.7% | 0.00% | -40.0% |
Q2 2021 | $6,000 | +200.0% | 91 | +264.0% | 0.01% | +150.0% |
Q1 2021 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | +100.0% |
Q4 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,000 | -50.0% | 25 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $2,000 | -97.9% | 25 | -98.7% | 0.00% | -98.9% |
Q4 2018 | $97,000 | -95.8% | 1,973 | -95.3% | 0.19% | -92.1% |
Q3 2018 | $2,334,000 | +14.7% | 41,625 | +8.7% | 2.35% | +10.0% |
Q2 2018 | $2,034,000 | +1.0% | 38,285 | +0.4% | 2.13% | -7.6% |
Q1 2018 | $2,014,000 | +116.8% | 38,115 | +124.2% | 2.31% | +119.6% |
Q4 2017 | $929,000 | +20.6% | 17,000 | +14.4% | 1.05% | +15.5% |
Q3 2017 | $770,000 | -99.9% | 14,865 | +39.4% | 0.91% | +48.4% |
Q2 2017 | $535,383,000 | +38.3% | 10,665 | +36.8% | 0.61% | +28.2% |
Q1 2017 | $387,256,000 | -1.2% | 7,795 | -3.5% | 0.48% | +16.0% |
Q4 2016 | $392,041,000 | – | 8,080 | – | 0.41% | – |
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% |