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 | $415,446 | -2.9% | 6,445 | +1.1% | 0.03% | -3.4% |
Q2 2023 | $427,767 | +3.1% | 6,376 | +0.8% | 0.03% | -3.3% |
Q1 2023 | $414,849 | -0.2% | 6,326 | +0.5% | 0.03% | -6.2% |
Q4 2022 | $415,603 | -32.0% | 6,295 | -39.7% | 0.03% | -37.3% |
Q3 2022 | $611,000 | +2.7% | 10,442 | +9.6% | 0.05% | +2.0% |
Q2 2022 | $595,000 | +75.0% | 9,525 | +100.1% | 0.05% | +85.2% |
Q1 2022 | $340,000 | -21.7% | 4,760 | -24.6% | 0.03% | -30.8% |
Q4 2021 | $434,000 | +32.7% | 6,309 | +31.8% | 0.04% | +39.3% |
Q3 2021 | $327,000 | -24.7% | 4,787 | -24.1% | 0.03% | -28.2% |
Q2 2021 | $434,000 | +60.1% | 6,309 | +54.6% | 0.04% | +39.3% |
Q1 2021 | $271,000 | -14.5% | 4,080 | -23.5% | 0.03% | -26.3% |
Q4 2020 | $317,000 | -8.6% | 5,331 | -19.2% | 0.04% | -20.8% |
Q3 2020 | $347,000 | -13.5% | 6,595 | -17.7% | 0.05% | -17.2% |
Q2 2020 | $401,000 | -15.4% | 8,009 | -25.1% | 0.06% | -53.6% |
Q1 2020 | $474,000 | +14.2% | 10,700 | +55.1% | 0.12% | +19.0% |
Q4 2019 | $415,000 | +75.1% | 6,900 | +64.8% | 0.10% | +61.5% |
Q3 2019 | $237,000 | +2.6% | 4,187 | +1.6% | 0.06% | -17.7% |
Q2 2019 | $231,000 | -15.7% | 4,122 | -17.8% | 0.08% | -16.0% |
Q1 2019 | $274,000 | +12.8% | 5,014 | +1.6% | 0.09% | +5.6% |
Q4 2018 | $243,000 | +35.0% | 4,934 | +46.0% | 0.09% | +27.1% |
Q3 2018 | $180,000 | – | 3,379 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |