SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $2,149,225 | -15.3% | 32,402 | -15.3% | 1.59% | -15.8% |
Q4 2022 | $2,536,057 | +2.1% | 38,257 | +0.6% | 1.88% | +1.6% |
Q3 2022 | $2,483,000 | +14.2% | 38,027 | +8.8% | 1.85% | +18.2% |
Q2 2022 | $2,174,000 | -11.1% | 34,937 | +2.3% | 1.57% | -0.2% |
Q1 2022 | $2,445,000 | -2.7% | 34,137 | -0.1% | 1.57% | -0.5% |
Q4 2021 | $2,514,000 | +19.3% | 34,187 | +10.1% | 1.58% | +7.8% |
Q3 2021 | $2,107,000 | +1.3% | 31,037 | +2.6% | 1.47% | +3.2% |
Q2 2021 | $2,080,000 | +11.8% | 30,262 | +6.1% | 1.42% | +3.9% |
Q1 2021 | $1,861,000 | +17.7% | 28,512 | +6.5% | 1.37% | +4.2% |
Q4 2020 | $1,581,000 | +17.9% | 26,762 | +4.2% | 1.31% | -0.9% |
Q3 2020 | $1,341,000 | +3.0% | 25,687 | -1.2% | 1.32% | -0.3% |
Q2 2020 | $1,302,000 | +14.3% | 25,987 | -2.1% | 1.33% | -3.4% |
Q1 2020 | $1,139,000 | -25.7% | 26,536 | +3.8% | 1.38% | -2.5% |
Q4 2019 | $1,533,000 | +12.6% | 25,561 | +6.6% | 1.41% | +16.0% |
Q3 2019 | $1,361,000 | +0.7% | 23,987 | +0.2% | 1.22% | -3.4% |
Q2 2019 | $1,352,000 | +2.5% | 23,947 | +0.1% | 1.26% | +1.4% |
Q1 2019 | $1,319,000 | +20.1% | 23,919 | +6.5% | 1.24% | +1.9% |
Q4 2018 | $1,098,000 | -15.7% | 22,454 | -3.4% | 1.22% | +2.4% |
Q3 2018 | $1,303,000 | +0.9% | 23,239 | -4.4% | 1.19% | -5.4% |
Q2 2018 | $1,291,000 | – | 24,309 | – | 1.26% | – |
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% |