SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,062,643 | -5.4% | 171,620 | -1.6% | 0.43% | -2.9% |
Q2 2023 | $11,696,019 | -0.7% | 174,333 | -2.9% | 0.44% | -8.1% |
Q1 2023 | $11,773,761 | -2.8% | 179,533 | -2.1% | 0.48% | -10.9% |
Q4 2022 | $12,108,624 | +11.2% | 183,408 | -1.5% | 0.54% | -3.2% |
Q3 2022 | $10,889,000 | -4.4% | 186,109 | +2.0% | 0.56% | -25.7% |
Q2 2022 | $11,388,000 | -14.7% | 182,442 | -2.4% | 0.75% | +0.9% |
Q1 2022 | $13,343,000 | -5.9% | 186,902 | -3.5% | 0.75% | -0.4% |
Q4 2021 | $14,181,000 | +8.0% | 193,682 | -0.5% | 0.75% | -3.5% |
Q3 2021 | $13,134,000 | +1.1% | 194,631 | +2.4% | 0.78% | +0.8% |
Q2 2021 | $12,996,000 | +48.4% | 190,088 | +41.7% | 0.77% | +28.7% |
Q1 2021 | $8,755,000 | +12.3% | 134,115 | +2.4% | 0.60% | +3.5% |
Q4 2020 | $7,796,000 | +24.0% | 130,963 | +8.7% | 0.58% | +6.2% |
Q3 2020 | $6,285,000 | +11.4% | 120,426 | +7.0% | 0.54% | -1.6% |
Q2 2020 | $5,641,000 | +27.2% | 112,577 | +12.4% | 0.55% | -8.0% |
Q1 2020 | $4,434,000 | -15.9% | 100,155 | +14.2% | 0.60% | +7.3% |
Q4 2019 | $5,274,000 | +34.5% | 87,729 | +26.9% | 0.56% | +8.3% |
Q3 2019 | $3,921,000 | +6.1% | 69,116 | +5.0% | 0.52% | +7.9% |
Q2 2019 | $3,695,000 | +11.6% | 65,825 | +8.9% | 0.48% | -2.0% |
Q1 2019 | $3,310,000 | +12.5% | 60,465 | +1.3% | 0.49% | -15.5% |
Q4 2018 | $2,942,000 | +61.4% | 59,691 | +83.7% | 0.58% | +109.4% |
Q3 2018 | $1,823,000 | +2.6% | 32,502 | -2.8% | 0.28% | -31.6% |
Q2 2018 | $1,776,000 | +10.5% | 33,426 | +9.9% | 0.40% | -0.5% |
Q1 2018 | $1,607,000 | +20.1% | 30,407 | +24.2% | 0.41% | -19.4% |
Q4 2017 | $1,338,000 | – | 24,477 | – | 0.50% | – |
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% |