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 | $391 | -11.7% | 6,070 | -6.9% | 0.08% | -27.8% |
Q4 2022 | $443 | -99.9% | 6,520 | 0.0% | 0.11% | -1.8% |
Q3 2022 | $381,000 | -6.4% | 6,520 | 0.0% | 0.11% | -0.9% |
Q2 2022 | $407,000 | -12.5% | 6,520 | 0.0% | 0.11% | -5.1% |
Q1 2022 | $465,000 | -2.5% | 6,520 | 0.0% | 0.12% | -0.8% |
Q4 2021 | $477,000 | +7.0% | 6,520 | 0.0% | 0.12% | -21.9% |
Q2 2021 | $446,000 | +4.7% | 6,520 | 0.0% | 0.15% | +10.2% |
Q1 2021 | $426,000 | +9.8% | 6,520 | 0.0% | 0.14% | +25.7% |
Q4 2020 | $388,000 | +14.1% | 6,520 | 0.0% | 0.11% | -4.4% |
Q3 2020 | $340,000 | +4.3% | 6,520 | 0.0% | 0.11% | -3.4% |
Q2 2020 | $326,000 | +12.8% | 6,520 | 0.0% | 0.12% | -0.8% |
Q1 2020 | $289,000 | -26.3% | 6,520 | 0.0% | 0.12% | -1.7% |
Q4 2019 | $392,000 | +5.9% | 6,520 | 0.0% | 0.12% | 0.0% |
Q3 2019 | $370,000 | +1.1% | 6,520 | 0.0% | 0.12% | +0.8% |
Q2 2019 | $366,000 | +2.5% | 6,520 | 0.0% | 0.12% | +2.6% |
Q1 2019 | $357,000 | +11.2% | 6,520 | 0.0% | 0.12% | +0.9% |
Q4 2018 | $321,000 | -12.3% | 6,520 | 0.0% | 0.12% | 0.0% |
Q3 2018 | $366,000 | – | 6,520 | – | 0.12% | – |
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% |