SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 412 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $486 | -99.9% | 7,356 | +0.3% | 0.05% | +4.3% |
Q3 2022 | $429,000 | -64.8% | 7,332 | -62.4% | 0.05% | -62.9% |
Q2 2022 | $1,219,000 | +190.2% | 19,520 | +231.5% | 0.12% | +254.3% |
Q1 2022 | $420,000 | -2.3% | 5,889 | +0.3% | 0.04% | +6.1% |
Q4 2021 | $430,000 | +9.1% | 5,869 | +0.5% | 0.03% | -54.2% |
Q3 2021 | $394,000 | -1.0% | 5,842 | +0.4% | 0.07% | +38.5% |
Q2 2021 | $398,000 | +32.2% | 5,819 | +26.3% | 0.05% | +13.0% |
Q1 2021 | $301,000 | -89.5% | 4,609 | -90.4% | 0.05% | -89.0% |
Q4 2020 | $2,855,000 | +6.2% | 47,959 | -6.9% | 0.42% | -5.6% |
Q3 2020 | $2,688,000 | +0.4% | 51,509 | -3.6% | 0.44% | -9.4% |
Q2 2020 | $2,676,000 | +2.3% | 53,406 | -9.6% | 0.49% | -18.5% |
Q1 2020 | $2,615,000 | -25.9% | 59,065 | +0.7% | 0.60% | +1.7% |
Q4 2019 | $3,527,000 | +5.5% | 58,670 | -0.4% | 0.59% | +3.3% |
Q3 2019 | $3,342,000 | +35.1% | 58,916 | +33.7% | 0.57% | +5.5% |
Q2 2019 | $2,474,000 | +40.7% | 44,066 | +37.2% | 0.54% | +25.2% |
Q1 2019 | $1,758,000 | +16.6% | 32,107 | +4.9% | 0.43% | -2.5% |
Q4 2018 | $1,508,000 | +113.6% | 30,597 | +142.9% | 0.44% | +156.6% |
Q3 2018 | $706,000 | +66.5% | 12,595 | +57.7% | 0.17% | +53.1% |
Q2 2018 | $424,000 | +14.9% | 7,985 | +14.2% | 0.11% | -0.9% |
Q1 2018 | $369,000 | +19.8% | 6,990 | +23.8% | 0.11% | +28.1% |
Q4 2017 | $308,000 | +11.6% | 5,645 | +5.7% | 0.09% | -4.3% |
Q3 2017 | $276,000 | +3.0% | 5,340 | 0.0% | 0.09% | -2.1% |
Q2 2017 | $268,000 | – | 5,340 | – | 0.10% | – |
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% |