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 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

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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 Q3 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 799,353$51,526,26720.95%
Northern Capital Management, Inc. 327,595$21,116,76519.72%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 855,582$55,150,81115.93%
Financial Advisors, LLC 882,369$56,877,50614.08%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 452,456$29,165,33611.73%
Avantax Planning Partners, Inc. 4,281,644$275,994,77511.54%
MATHER GROUP, LLC. 9,862,059$635,708,29711.28%
Gemmer Asset Management LLC 1,251,115$80,646,88910.88%
BALLAST ADVISORS LLC 365,349$23,550,3789.39%
GenWealth Group, Inc. 422,363$27,225,5308.26%
View complete list of SCHWAB STRATEGIC TR shareholders