SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,101,750 | -7.2% | 17,092 | -3.4% | 0.05% | -7.4% |
Q2 2023 | $1,187,627 | +2.4% | 17,702 | +0.1% | 0.05% | -3.6% |
Q1 2023 | $1,159,913 | -1.1% | 17,687 | -0.4% | 0.06% | -12.5% |
Q4 2022 | $1,172,713 | +12.9% | 17,763 | 0.0% | 0.06% | -3.0% |
Q3 2022 | $1,039,000 | -6.1% | 17,763 | +0.2% | 0.07% | -4.3% |
Q2 2022 | $1,107,000 | -12.7% | 17,733 | -0.1% | 0.07% | +7.8% |
Q1 2022 | $1,268,000 | +0.4% | 17,756 | +2.9% | 0.06% | -5.9% |
Q4 2021 | $1,263,000 | +8.5% | 17,253 | 0.0% | 0.07% | +1.5% |
Q3 2021 | $1,164,000 | +0.8% | 17,253 | +2.1% | 0.07% | -4.3% |
Q2 2021 | $1,155,000 | +18.1% | 16,895 | +12.8% | 0.07% | +55.6% |
Q1 2021 | $978,000 | +21.9% | 14,982 | +11.2% | 0.04% | +9.8% |
Q4 2020 | $802,000 | +12.2% | 13,473 | -1.7% | 0.04% | -34.9% |
Q3 2020 | $715,000 | +4.1% | 13,709 | 0.0% | 0.06% | 0.0% |
Q2 2020 | $687,000 | +3.5% | 13,709 | +0.1% | 0.06% | -11.3% |
Q1 2020 | $664,000 | -18.5% | 13,697 | +1.0% | 0.07% | -10.1% |
Q4 2019 | $815,000 | +6.0% | 13,560 | 0.0% | 0.08% | -7.1% |
Q3 2019 | $769,000 | +1.1% | 13,560 | 0.0% | 0.08% | -2.3% |
Q2 2019 | $761,000 | +2.6% | 13,560 | 0.0% | 0.09% | -3.3% |
Q1 2019 | $742,000 | +11.9% | 13,560 | +0.8% | 0.09% | -3.2% |
Q4 2018 | $663,000 | -9.4% | 13,453 | -2.4% | 0.09% | -6.1% |
Q3 2018 | $732,000 | -3.6% | 13,781 | +0.0% | 0.10% | -6.6% |
Q2 2018 | $759,000 | +583.8% | 13,780 | +554.6% | 0.11% | +488.9% |
Q1 2018 | $111,000 | -28.8% | 2,105 | -26.4% | 0.02% | -30.8% |
Q4 2017 | $156,000 | -8.2% | 2,859 | -12.7% | 0.03% | -31.6% |
Q3 2017 | $170,000 | – | 3,274 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |