SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $44,267 | -99.9% | 675 | -5.2% | 0.04% | 0.0% |
Q2 2022 | $44,443,000 | -12.3% | 712 | +0.3% | 0.04% | +12.9% |
Q1 2022 | $50,686,000 | +13.5% | 710 | +16.4% | 0.03% | +19.2% |
Q4 2021 | $44,664,000 | +8.5% | 610 | 0.0% | 0.03% | -3.7% |
Q3 2021 | $41,162,000 | -1.3% | 610 | 0.0% | 0.03% | +3.8% |
Q2 2021 | $41,705,000 | +96.6% | 610 | +87.7% | 0.03% | +85.7% |
Q1 2021 | $21,216,000 | +9.7% | 325 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $19,347,000 | +14.1% | 325 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $16,961,000 | +4.2% | 325 | 0.0% | 0.01% | -6.7% |
Q2 2020 | $16,285,000 | +13.2% | 325 | 0.0% | 0.02% | -6.2% |
Q1 2020 | $14,387,000 | -37.0% | 325 | -14.5% | 0.02% | -5.9% |
Q4 2019 | $22,845,000 | +6.0% | 380 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $21,557,000 | -12.7% | 380 | -13.6% | 0.02% | -19.0% |
Q2 2019 | $24,701,000 | – | 440 | – | 0.02% | – |
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% |