SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $30,996 | +2.3% | 462 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $30,298 | +6.0% | 462 | +6.7% | 0.00% | 0.0% |
Q4 2022 | $28,587 | -33.5% | 433 | -41.7% | 0.00% | -33.3% |
Q3 2022 | $43,000 | +59.3% | 743 | +71.6% | 0.01% | +100.0% |
Q2 2022 | $27,000 | -12.9% | 433 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $31,000 | -3.1% | 433 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $32,000 | +10.3% | 433 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $29,000 | -3.3% | 433 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $30,000 | -31.8% | 433 | -35.7% | 0.00% | -40.0% |
Q1 2021 | $44,000 | +69.2% | 673 | +55.4% | 0.01% | +25.0% |
Q4 2020 | $26,000 | +13.0% | 433 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $23,000 | +4.5% | 433 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $22,000 | +15.8% | 433 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $19,000 | -57.8% | 433 | -52.4% | 0.00% | -73.3% |
Q4 2018 | $45,000 | -27.4% | 910 | -17.2% | 0.02% | -25.0% |
Q3 2018 | $62,000 | +6.9% | 1,099 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $58,000 | – | 1,099 | – | 0.02% | – |
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% |