SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $788,669 | +5.0% | 12,235 | +9.2% | 0.00% | 0.0% |
Q2 2023 | $751,454 | +106037.6% | 11,200 | +3.7% | 0.00% | 0.0% |
Q1 2023 | $708 | +3.1% | 10,800 | +3.7% | 0.00% | 0.0% |
Q4 2022 | $687 | -99.9% | 10,417 | -2.0% | 0.00% | 0.0% |
Q3 2022 | $621,000 | +31.0% | 10,630 | +39.7% | 0.00% | 0.0% |
Q2 2022 | $474,000 | +2.2% | 7,610 | +17.0% | 0.00% | +50.0% |
Q1 2022 | $464,000 | +4.0% | 6,505 | +6.8% | 0.00% | 0.0% |
Q4 2021 | $446,000 | +24.9% | 6,092 | +14.9% | 0.00% | 0.0% |
Q3 2021 | $357,000 | +5.9% | 5,304 | +7.4% | 0.00% | 0.0% |
Q2 2021 | $337,000 | +270.3% | 4,940 | +252.9% | 0.00% | +100.0% |
Q1 2021 | $91,000 | +2175.0% | 1,400 | +1607.3% | 0.00% | – |
Q4 2020 | $4,000 | 0.0% | 82 | +1.2% | 0.00% | – |
Q3 2020 | $4,000 | -92.0% | 81 | -91.8% | 0.00% | -100.0% |
Q2 2020 | $50,000 | -19.4% | 990 | -29.8% | 0.00% | 0.0% |
Q1 2020 | $62,000 | +588.9% | 1,411 | +853.4% | 0.00% | – |
Q4 2019 | $9,000 | -18.2% | 148 | -22.5% | 0.00% | – |
Q3 2019 | $11,000 | +37.5% | 191 | +29.9% | 0.00% | – |
Q2 2019 | $8,000 | +100.0% | 147 | +88.5% | 0.00% | – |
Q1 2019 | $4,000 | +100.0% | 78 | +110.8% | 0.00% | – |
Q4 2018 | $2,000 | – | 37 | – | 0.00% | – |
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% |