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 | $3,564,639 | -3.3% | 55,300 | +0.6% | 2.29% | -0.5% |
Q2 2023 | $3,686,410 | +2.6% | 54,947 | +0.3% | 2.30% | +3.2% |
Q1 2023 | $3,592,108 | +2.9% | 54,774 | +3.6% | 2.23% | +1.8% |
Q4 2022 | $3,491,889 | +13.7% | 52,891 | +0.7% | 2.19% | +2.6% |
Q3 2022 | $3,072,000 | -0.3% | 52,505 | +6.4% | 2.14% | +7.0% |
Q2 2022 | $3,081,000 | -13.3% | 49,356 | -0.8% | 2.00% | +4.6% |
Q1 2022 | $3,552,000 | +4.3% | 49,748 | +7.0% | 1.91% | +5.2% |
Q4 2021 | $3,404,000 | +12.1% | 46,485 | +3.3% | 1.81% | +3.2% |
Q3 2021 | $3,036,000 | +2.7% | 44,994 | +4.0% | 1.76% | +6.4% |
Q2 2021 | $2,957,000 | +23.4% | 43,246 | +17.8% | 1.65% | +18.3% |
Q1 2021 | $2,397,000 | +39.8% | 36,726 | +27.6% | 1.40% | +22.2% |
Q4 2020 | $1,714,000 | +31.9% | 28,789 | +15.7% | 1.14% | +20.2% |
Q3 2020 | $1,299,000 | +5.2% | 24,886 | +1.0% | 0.95% | +4.3% |
Q2 2020 | $1,235,000 | +29.6% | 24,636 | +14.4% | 0.91% | +8.2% |
Q1 2020 | $953,000 | -26.2% | 21,527 | +0.2% | 0.84% | -2.0% |
Q4 2019 | $1,291,000 | +14.3% | 21,475 | +7.9% | 0.86% | +7.4% |
Q3 2019 | $1,129,000 | -3.1% | 19,894 | -4.2% | 0.80% | -3.5% |
Q2 2019 | $1,165,000 | +19.7% | 20,759 | +16.8% | 0.83% | +23.9% |
Q1 2019 | $973,000 | +14.7% | 17,779 | +3.3% | 0.67% | +3.4% |
Q4 2018 | $848,000 | +3.7% | 17,206 | +17.9% | 0.65% | +11.9% |
Q3 2018 | $818,000 | +5.7% | 14,594 | +0.1% | 0.58% | 0.0% |
Q2 2018 | $774,000 | +33.9% | 14,577 | +33.3% | 0.58% | +28.7% |
Q1 2018 | $578,000 | -3.2% | 10,937 | +0.1% | 0.45% | +1.1% |
Q4 2017 | $597,000 | – | 10,926 | – | 0.44% | – |
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% |