SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $957,329 | -28.6% | 14,269 | -30.2% | 0.05% | -34.3% |
Q1 2023 | $1,341,592 | +99203.6% | 20,457 | 0.0% | 0.07% | -1.4% |
Q4 2022 | $1,351 | -99.9% | 20,457 | 0.0% | 0.07% | +1.4% |
Q3 2022 | $1,197,000 | -6.3% | 20,457 | 0.0% | 0.07% | +4.5% |
Q2 2022 | $1,277,000 | -12.9% | 20,457 | -0.4% | 0.07% | -6.9% |
Q1 2022 | $1,466,000 | -3.0% | 20,533 | -0.5% | 0.07% | 0.0% |
Q4 2021 | $1,511,000 | +8.2% | 20,640 | -0.3% | 0.07% | -4.0% |
Q3 2021 | $1,396,000 | +5.4% | 20,693 | +6.8% | 0.08% | -5.1% |
Q2 2021 | $1,325,000 | +4.7% | 19,377 | 0.0% | 0.08% | -12.2% |
Q1 2021 | $1,265,000 | -7.8% | 19,377 | -15.9% | 0.09% | -24.4% |
Q4 2020 | $1,372,000 | +15.8% | 23,046 | +1.5% | 0.12% | -1.7% |
Q3 2020 | $1,185,000 | -8.4% | 22,711 | -12.0% | 0.12% | -15.4% |
Q2 2020 | $1,293,000 | +13.2% | 25,804 | +0.0% | 0.14% | -7.7% |
Q1 2020 | $1,142,000 | -26.3% | 25,802 | +0.2% | 0.16% | -14.4% |
Q4 2019 | $1,549,000 | -3.4% | 25,758 | -8.9% | 0.18% | -14.6% |
Q3 2019 | $1,604,000 | -3.9% | 28,270 | -4.9% | 0.21% | -13.8% |
Q2 2019 | $1,669,000 | +3.3% | 29,727 | +0.8% | 0.25% | -7.9% |
Q1 2019 | $1,615,000 | +11.1% | 29,497 | 0.0% | 0.27% | -4.6% |
Q4 2018 | $1,454,000 | +5.2% | 29,497 | +19.7% | 0.28% | +9.4% |
Q3 2018 | $1,382,000 | +4.5% | 24,648 | -1.1% | 0.26% | -6.2% |
Q2 2018 | $1,323,000 | +0.5% | 24,913 | 0.0% | 0.27% | -13.1% |
Q1 2018 | $1,316,000 | 0.0% | 24,913 | +3.5% | 0.31% | -4.3% |
Q4 2017 | $1,316,000 | +5.5% | 24,073 | 0.0% | 0.33% | -19.0% |
Q3 2017 | $1,247,000 | +3.2% | 24,073 | 0.0% | 0.40% | -11.6% |
Q2 2017 | $1,208,000 | +1.6% | 24,073 | +0.6% | 0.46% | -11.4% |
Q1 2017 | $1,189,000 | +5.7% | 23,926 | +2.3% | 0.52% | -11.0% |
Q4 2016 | $1,125,000 | – | 23,396 | – | 0.58% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |