SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,342,171 | -77.3% | 20,822 | -78.7% | 0.06% | -53.8% |
Q2 2023 | $5,920,552 | +201.3% | 97,868 | +168.5% | 0.13% | +51.2% |
Q1 2023 | $1,964,857 | +21606.3% | 36,452 | -78.2% | 0.09% | -64.5% |
Q4 2022 | $9,052 | -99.8% | 167,416 | +71.1% | 0.24% | +75.4% |
Q3 2022 | $5,309,000 | +19.6% | 97,848 | +19.3% | 0.14% | -1.4% |
Q2 2022 | $4,439,000 | -29.2% | 82,033 | -29.2% | 0.14% | +79.5% |
Q1 2022 | $6,267,000 | +163.0% | 115,893 | +256.9% | 0.08% | +66.0% |
Q4 2021 | $2,383,000 | +14.5% | 32,470 | +5.4% | 0.05% | +11.9% |
Q3 2021 | $2,082,000 | +16.1% | 30,811 | +17.4% | 0.04% | +13.5% |
Q2 2021 | $1,794,000 | -4.9% | 26,251 | -9.1% | 0.04% | 0.0% |
Q1 2021 | $1,886,000 | -51.9% | 28,883 | -56.2% | 0.04% | -76.7% |
Q4 2020 | $3,923,000 | +20.2% | 65,952 | +5.4% | 0.16% | -18.5% |
Q3 2020 | $3,263,000 | +24.0% | 62,589 | +17.7% | 0.20% | -6.7% |
Q2 2020 | $2,631,000 | -4.8% | 53,172 | -13.9% | 0.21% | -25.1% |
Q1 2020 | $2,765,000 | -36.0% | 61,788 | -13.9% | 0.28% | -13.9% |
Q4 2019 | $4,317,000 | +21.7% | 71,798 | +14.9% | 0.32% | +36.1% |
Q3 2019 | $3,546,000 | +53.8% | 62,493 | +32.5% | 0.24% | +68.8% |
Q4 2018 | $2,306,000 | -2.8% | 47,172 | +11.5% | 0.14% | +45.4% |
Q3 2018 | $2,373,000 | +381.3% | 42,322 | +355.8% | 0.10% | +361.9% |
Q2 2018 | $493,000 | +13.9% | 9,285 | +17.2% | 0.02% | +5.0% |
Q1 2018 | $433,000 | 0.0% | 7,921 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $433,000 | +2.6% | 7,921 | -2.6% | 0.02% | +17.6% |
Q3 2017 | $422,000 | +28.7% | 8,136 | +24.3% | 0.02% | +21.4% |
Q2 2017 | $328,000 | +25.7% | 6,543 | +24.3% | 0.01% | +27.3% |
Q1 2017 | $261,000 | +153.4% | 5,263 | +144.9% | 0.01% | +120.0% |
Q4 2016 | $103,000 | -24.3% | 2,149 | -27.8% | 0.01% | -28.6% |
Q3 2016 | $136,000 | +36.0% | 2,978 | +33.1% | 0.01% | +16.7% |
Q2 2016 | $100,000 | +75.4% | 2,238 | +67.9% | 0.01% | +50.0% |
Q4 2015 | $57,000 | – | 1,333 | – | 0.00% | – |
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% |