SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
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 ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |