SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 417 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,064,761 | -2.9% | 95,367 | -0.4% | 3.02% | -3.9% |
Q1 2024 | $7,273,538 | +8.2% | 95,730 | -0.2% | 3.14% | -1.7% |
Q4 2023 | $6,724,249 | +9.5% | 95,924 | +0.7% | 3.20% | -3.2% |
Q3 2023 | $6,139,056 | -4.6% | 95,238 | -0.8% | 3.30% | +2.2% |
Q2 2023 | $6,438,109 | +0.6% | 95,962 | -1.7% | 3.23% | -6.3% |
Q1 2023 | $6,401,238 | -1.8% | 97,610 | -1.1% | 3.44% | -9.8% |
Q4 2022 | $6,516,804 | +12.2% | 98,710 | -0.6% | 3.82% | -2.2% |
Q3 2022 | $5,810,000 | -6.0% | 99,312 | +0.3% | 3.91% | -2.2% |
Q2 2022 | $6,183,000 | +313.9% | 99,057 | +373.2% | 3.99% | +373.1% |
Q1 2022 | $1,494,000 | -2.9% | 20,932 | -0.4% | 0.84% | +4.1% |
Q4 2021 | $1,538,000 | +10.3% | 21,016 | +1.7% | 0.81% | +2.4% |
Q3 2021 | $1,394,000 | -0.3% | 20,669 | +1.0% | 0.79% | +0.3% |
Q2 2021 | $1,398,000 | +8.5% | 20,456 | +3.6% | 0.79% | +2.9% |
Q1 2021 | $1,289,000 | +12.7% | 19,748 | +5.3% | 0.77% | +19.6% |
Q4 2020 | $1,144,000 | +17.5% | 18,756 | +0.4% | 0.64% | -0.5% |
Q3 2020 | $974,000 | +13.1% | 18,681 | +8.7% | 0.64% | -2.7% |
Q2 2020 | $861,000 | +17.3% | 17,184 | +3.6% | 0.66% | +4.2% |
Q1 2020 | $734,000 | -33.2% | 16,581 | -9.3% | 0.64% | -11.9% |
Q4 2019 | $1,099,000 | +2.2% | 18,287 | -3.5% | 0.72% | -7.3% |
Q3 2019 | $1,075,000 | -7.9% | 18,956 | -8.8% | 0.78% | -8.5% |
Q2 2019 | $1,167,000 | -30.1% | 20,794 | -31.8% | 0.85% | -38.9% |
Q1 2019 | $1,669,000 | +18.9% | 30,502 | +7.1% | 1.39% | +11.4% |
Q4 2018 | $1,404,000 | -11.4% | 28,487 | +0.9% | 1.25% | +1.9% |
Q3 2018 | $1,584,000 | -44.8% | 28,246 | -47.7% | 1.23% | -51.3% |
Q2 2018 | $2,867,000 | +159.0% | 53,982 | +157.5% | 2.52% | +149.5% |
Q1 2018 | $1,107,000 | +13.3% | 20,963 | +13.4% | 1.01% | +14.6% |
Q4 2017 | $977,000 | – | 18,484 | – | 0.88% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |