SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $35,821 | +8.7% | 511 | 0.0% | 0.01% | +10.0% |
Q3 2023 | $32,939 | -5.6% | 511 | -1.7% | 0.01% | -9.1% |
Q2 2023 | $34,887 | +2.3% | 520 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $34,102 | -2.5% | 520 | -1.9% | 0.01% | -15.4% |
Q4 2022 | $34,991 | +9.3% | 530 | -2.2% | 0.01% | 0.0% |
Q3 2022 | $32,000 | -28.9% | 542 | -25.4% | 0.01% | -18.8% |
Q2 2022 | $45,000 | +21.6% | 727 | +39.8% | 0.02% | +33.3% |
Q1 2022 | $37,000 | -7.5% | 520 | -6.0% | 0.01% | -7.7% |
Q4 2021 | $40,000 | -11.1% | 553 | -17.1% | 0.01% | -18.8% |
Q3 2021 | $45,000 | -8.2% | 667 | -7.6% | 0.02% | -11.1% |
Q2 2021 | $49,000 | -2.0% | 722 | -5.4% | 0.02% | 0.0% |
Q1 2021 | $50,000 | +4.2% | 763 | -6.3% | 0.02% | -5.3% |
Q4 2020 | $48,000 | +14.3% | 814 | -0.1% | 0.02% | 0.0% |
Q3 2020 | $42,000 | -2.3% | 815 | -6.4% | 0.02% | -5.0% |
Q2 2020 | $43,000 | +2050.0% | 871 | +1677.6% | 0.02% | +1900.0% |
Q1 2020 | $2,000 | -97.0% | 49 | -95.6% | 0.00% | -97.1% |
Q4 2019 | $67,000 | +3.1% | 1,117 | -3.7% | 0.03% | +13.3% |
Q3 2019 | $65,000 | -7.1% | 1,160 | -7.9% | 0.03% | -6.2% |
Q2 2019 | $70,000 | -50.0% | 1,259 | -7.9% | 0.03% | +6.7% |
Q1 2019 | $140,000 | +118.8% | 1,367 | +5.1% | 0.03% | +3.4% |
Q4 2018 | $64,000 | – | 1,301 | – | 0.03% | – |
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% |