SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $41,061 | -3.9% | 637 | 0.0% | 0.02% | -7.7% |
Q2 2023 | $42,736 | +2.3% | 637 | 0.0% | 0.03% | +8.3% |
Q1 2023 | $41,774 | +1.4% | 637 | +2.1% | 0.02% | -4.0% |
Q4 2022 | $41,196 | -60.8% | 624 | -65.3% | 0.02% | -65.3% |
Q3 2022 | $105,000 | +138.6% | 1,799 | +154.1% | 0.07% | +148.3% |
Q2 2022 | $44,000 | -13.7% | 708 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $51,000 | -1.9% | 708 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $52,000 | +8.3% | 708 | 0.0% | 0.03% | -3.3% |
Q3 2021 | $48,000 | 0.0% | 708 | 0.0% | 0.03% | +3.4% |
Q2 2021 | $48,000 | +4.3% | 708 | 0.0% | 0.03% | -3.3% |
Q1 2021 | $46,000 | +283.3% | 708 | +240.4% | 0.03% | +275.0% |
Q4 2020 | $12,000 | +100.0% | 208 | +67.7% | 0.01% | +60.0% |
Q3 2020 | $6,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 124 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $5,000 | -28.6% | 124 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | -16.7% |
Q3 2019 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $7,000 | +16.7% | 124 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $6,000 | -14.3% | 124 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $7,000 | +16.7% | 124 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $6,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $6,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $6,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $6,000 | – | 124 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |