SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,380,925 | -9.3% | 18,641 | -7.0% | 0.46% | -14.2% |
Q1 2024 | $1,523,247 | +7.0% | 20,048 | -1.3% | 0.54% | -2.7% |
Q4 2023 | $1,423,661 | -2.0% | 20,309 | -9.9% | 0.55% | -39.2% |
Q3 2023 | $1,453,444 | -4.6% | 22,548 | -0.7% | 0.90% | -4.9% |
Q2 2023 | $1,523,882 | +0.6% | 22,714 | -1.7% | 0.95% | -8.0% |
Q1 2023 | $1,514,701 | -6.7% | 23,097 | -6.0% | 1.03% | -13.8% |
Q4 2022 | $1,622,772 | +6.2% | 24,580 | -5.9% | 1.20% | -1.6% |
Q3 2022 | $1,528,000 | -6.8% | 26,121 | -0.6% | 1.22% | -2.1% |
Q2 2022 | $1,640,000 | -13.4% | 26,280 | -0.9% | 1.25% | -9.2% |
Q1 2022 | $1,893,000 | -5.5% | 26,516 | -3.1% | 1.37% | +4.0% |
Q4 2021 | $2,004,000 | +4.7% | 27,369 | -3.5% | 1.32% | +0.9% |
Q3 2021 | $1,914,000 | -1.4% | 28,371 | -0.1% | 1.31% | -3.9% |
Q2 2021 | $1,942,000 | +7.1% | 28,410 | +2.2% | 1.36% | -3.8% |
Q1 2021 | $1,814,000 | +14.2% | 27,786 | +4.1% | 1.41% | -9.5% |
Q4 2020 | $1,588,000 | +18.7% | 26,680 | +4.1% | 1.56% | +7.3% |
Q3 2020 | $1,338,000 | +7.0% | 25,638 | +2.8% | 1.46% | +2.4% |
Q2 2020 | $1,250,000 | +61.9% | 24,938 | +43.0% | 1.42% | +40.6% |
Q1 2020 | $772,000 | -29.8% | 17,445 | -4.7% | 1.01% | -12.3% |
Q4 2019 | $1,100,000 | +7.5% | 18,305 | +1.5% | 1.15% | +38.1% |
Q3 2019 | $1,023,000 | +3.5% | 18,032 | +2.5% | 0.84% | +2.2% |
Q2 2019 | $988,000 | +9.7% | 17,595 | +6.9% | 0.82% | +10.3% |
Q1 2019 | $901,000 | +15.5% | 16,459 | +4.0% | 0.74% | +4.1% |
Q4 2018 | $780,000 | -0.4% | 15,822 | +13.3% | 0.71% | +9.5% |
Q3 2018 | $783,000 | +4.0% | 13,969 | -1.5% | 0.65% | +3.3% |
Q2 2018 | $753,000 | +1.8% | 14,181 | +1.2% | 0.63% | -1.9% |
Q1 2018 | $740,000 | +6.8% | 14,006 | +10.9% | 0.64% | +5.3% |
Q4 2017 | $693,000 | +14.2% | 12,628 | +7.8% | 0.61% | +9.7% |
Q3 2017 | $607,000 | +1.7% | 11,715 | -1.4% | 0.56% | -1.2% |
Q2 2017 | $597,000 | +6.4% | 11,884 | +5.3% | 0.56% | +2.9% |
Q1 2017 | $561,000 | +7.5% | 11,284 | +3.9% | 0.55% | +3.2% |
Q4 2016 | $522,000 | – | 10,858 | – | 0.53% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |