Investors Research Corp - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

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Quarter-by-quarter ownership
Investors Research Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$82,187
-3.9%
1,2750.0%0.02%
-4.5%
Q2 2023$85,540
+2.3%
1,2750.0%0.02%0.0%
Q1 2023$83,615
-0.7%
1,2750.0%0.02%
-4.3%
Q4 2022$84,176
+12.2%
1,2750.0%0.02%0.0%
Q3 2022$75,000
-6.2%
1,2750.0%0.02%
-4.2%
Q2 2022$80,000
-12.1%
1,2750.0%0.02%
-7.7%
Q1 2022$91,000
-2.2%
1,2750.0%0.03%
-7.1%
Q4 2021$93,000
+8.1%
1,2750.0%0.03%
-3.4%
Q3 2021$86,000
-1.1%
1,2750.0%0.03%
-3.3%
Q2 2021$87,000
+2.4%
1,275
-2.3%
0.03%
-6.2%
Q1 2021$85,000
+9.0%
1,3050.0%0.03%
+3.2%
Q4 2020$78,000
+14.7%
1,3050.0%0.03%
-6.1%
Q3 2020$68,000
+4.6%
1,3050.0%0.03%0.0%
Q2 2020$65,000
+12.1%
1,3050.0%0.03%
-8.3%
Q1 2020$58,000
-25.6%
1,3050.0%0.04%0.0%
Q4 2019$78,000
+5.4%
1,3050.0%0.04%
-5.3%
Q3 2019$74,000
+1.4%
1,3050.0%0.04%0.0%
Q2 2019$73,000
+2.8%
1,305
+0.3%
0.04%0.0%
Q1 2019$71,000–1,301–0.04%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 743,504$48,758,50820.77%
Northern Capital Management, Inc. 306,160$20,077,94317.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 796,611$52,241,75816.76%
Financial Advisors, LLC 866,550$56,828,37214.39%
Avantax Planning Partners, Inc. 4,285,341$281,032,68211.41%
Gemmer Asset Management LLC 1,178,987$77,317,98011.31%
BALLAST ADVISORS LLC 410,474$26,918,86510.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 436,630$28,634,21510.71%
MATHER GROUP, LLC. 8,592,533$563,498,30910.01%
IVC Wealth Advisors LLC 186,278$12,216,1308.66%
View complete list of SCHWAB STRATEGIC TR shareholders