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%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $82,187 | -3.9% | 1,275 | 0.0% | 0.02% | -4.5% |
Q2 2023 | $85,540 | +2.3% | 1,275 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $83,615 | -0.7% | 1,275 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $84,176 | +12.2% | 1,275 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $75,000 | -6.2% | 1,275 | 0.0% | 0.02% | -4.2% |
Q2 2022 | $80,000 | -12.1% | 1,275 | 0.0% | 0.02% | -7.7% |
Q1 2022 | $91,000 | -2.2% | 1,275 | 0.0% | 0.03% | -7.1% |
Q4 2021 | $93,000 | +8.1% | 1,275 | 0.0% | 0.03% | -3.4% |
Q3 2021 | $86,000 | -1.1% | 1,275 | 0.0% | 0.03% | -3.3% |
Q2 2021 | $87,000 | +2.4% | 1,275 | -2.3% | 0.03% | -6.2% |
Q1 2021 | $85,000 | +9.0% | 1,305 | 0.0% | 0.03% | +3.2% |
Q4 2020 | $78,000 | +14.7% | 1,305 | 0.0% | 0.03% | -6.1% |
Q3 2020 | $68,000 | +4.6% | 1,305 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $65,000 | +12.1% | 1,305 | 0.0% | 0.03% | -8.3% |
Q1 2020 | $58,000 | -25.6% | 1,305 | 0.0% | 0.04% | 0.0% |
Q4 2019 | $78,000 | +5.4% | 1,305 | 0.0% | 0.04% | -5.3% |
Q3 2019 | $74,000 | +1.4% | 1,305 | 0.0% | 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |