SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $430,737 | -3.1% | 6,682 | +0.9% | 0.04% | -4.5% |
Q2 2023 | $444,410 | +2.7% | 6,624 | +0.3% | 0.04% | -6.4% |
Q1 2023 | $432,909 | -4.0% | 6,601 | -3.3% | 0.05% | -13.0% |
Q4 2022 | $450,713 | +436.6% | 6,827 | +375.1% | 0.05% | +350.0% |
Q3 2022 | $84,000 | -38.7% | 1,437 | -34.7% | 0.01% | -50.0% |
Q2 2022 | $137,000 | -14.9% | 2,199 | -2.3% | 0.02% | -7.7% |
Q1 2022 | $161,000 | -1.2% | 2,250 | +0.9% | 0.03% | 0.0% |
Q4 2021 | $163,000 | +10.9% | 2,229 | +2.4% | 0.03% | -10.3% |
Q3 2021 | $147,000 | +1.4% | 2,177 | +2.9% | 0.03% | -14.7% |
Q2 2021 | $145,000 | +10.7% | 2,116 | +5.3% | 0.03% | -12.8% |
Q1 2021 | $131,000 | +35.1% | 2,009 | +22.9% | 0.04% | +18.2% |
Q4 2020 | $97,000 | -57.8% | 1,635 | -62.9% | 0.03% | -64.9% |
Q3 2020 | $230,000 | -4.6% | 4,403 | -8.3% | 0.09% | -18.3% |
Q2 2020 | $241,000 | -5.5% | 4,804 | -16.7% | 0.12% | -27.7% |
Q1 2020 | $255,000 | -18.5% | 5,764 | +10.6% | 0.16% | -11.7% |
Q4 2019 | $313,000 | +5.4% | 5,213 | -0.3% | 0.18% | -7.2% |
Q3 2019 | $297,000 | -2.0% | 5,229 | -3.1% | 0.19% | -13.8% |
Q2 2019 | $303,000 | +15.2% | 5,394 | +12.2% | 0.22% | +8.2% |
Q1 2019 | $263,000 | +6.9% | 4,809 | -3.7% | 0.21% | -8.4% |
Q4 2018 | $246,000 | -4.7% | 4,995 | +8.5% | 0.23% | -23.1% |
Q3 2018 | $258,000 | -9.8% | 4,604 | -14.5% | 0.30% | -10.3% |
Q2 2018 | $286,000 | -0.7% | 5,386 | -1.1% | 0.33% | -2.7% |
Q1 2018 | $288,000 | -44.0% | 5,448 | -42.0% | 0.34% | -21.6% |
Q4 2017 | $514,000 | – | 9,399 | – | 0.43% | – |
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% |