SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,220,565 | -11.1% | 43,474 | -8.8% | 0.16% | -26.0% |
Q1 2024 | $3,622,964 | -48.1% | 47,683 | -52.1% | 0.22% | -46.5% |
Q4 2023 | $6,982,652 | -31.4% | 99,609 | -36.9% | 0.40% | -40.2% |
Q3 2023 | $10,180,738 | +7.1% | 157,938 | +11.4% | 0.67% | -0.3% |
Q2 2023 | $9,508,603 | +16.8% | 141,729 | +14.2% | 0.67% | +7.7% |
Q1 2023 | $8,137,739 | -42.4% | 124,088 | -42.1% | 0.63% | -46.9% |
Q4 2022 | $14,137,585 | +13.3% | 214,140 | +0.4% | 1.18% | -10.3% |
Q3 2022 | $12,480,000 | +158.7% | 213,300 | +176.0% | 1.31% | +199.8% |
Q2 2022 | $4,824,000 | -11.6% | 77,275 | +1.1% | 0.44% | -1.1% |
Q1 2022 | $5,459,000 | -9.7% | 76,461 | -7.4% | 0.44% | +1.8% |
Q4 2021 | $6,044,000 | +9.3% | 82,548 | +0.7% | 0.44% | -7.8% |
Q3 2021 | $5,529,000 | -8.7% | 81,942 | -7.5% | 0.47% | -11.9% |
Q2 2021 | $6,056,000 | +17.9% | 88,571 | +12.5% | 0.54% | -1.7% |
Q1 2021 | $5,138,000 | +6.2% | 78,715 | -3.1% | 0.54% | -18.3% |
Q4 2020 | $4,837,000 | -34.5% | 81,254 | -42.5% | 0.67% | -62.9% |
Q3 2020 | $7,380,000 | -1.5% | 141,412 | -5.4% | 1.80% | -21.7% |
Q2 2020 | $7,491,000 | +34.5% | 149,499 | +18.8% | 2.30% | -41.8% |
Q1 2020 | $5,570,000 | -40.2% | 125,812 | -18.8% | 3.94% | -25.4% |
Q4 2019 | $9,319,000 | +10.4% | 155,001 | +4.2% | 5.29% | +63.7% |
Q3 2019 | $8,442,000 | -1.3% | 148,818 | -2.3% | 3.23% | -5.3% |
Q2 2019 | $8,552,000 | +176.0% | 152,327 | +169.1% | 3.41% | +103.6% |
Q1 2019 | $3,099,000 | +55.7% | 56,611 | +40.2% | 1.68% | +26.1% |
Q4 2018 | $1,990,000 | – | 40,373 | – | 1.33% | – |
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% |