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 2024 | $2,665,074 | -14.1% | 35,976 | -11.9% | 0.08% | -28.4% |
Q1 2024 | $3,102,447 | +2.7% | 40,832 | -6.4% | 0.12% | -7.9% |
Q4 2023 | $3,019,899 | +71.1% | 43,609 | +56.3% | 0.13% | +41.6% |
Q3 2023 | $1,765,337 | -11.2% | 27,897 | -5.9% | 0.09% | -8.2% |
Q2 2023 | $1,988,247 | -0.5% | 29,636 | -3.7% | 0.10% | -8.5% |
Q1 2023 | $1,998,020 | +2.2% | 30,777 | +4.0% | 0.11% | -20.9% |
Q4 2022 | $1,954,200 | -27.3% | 29,600 | -28.5% | 0.13% | -34.0% |
Q3 2022 | $2,688,000 | +5.3% | 41,403 | +1.2% | 0.20% | -1.0% |
Q2 2022 | $2,553,000 | -3.6% | 40,897 | +2.5% | 0.20% | -1.4% |
Q1 2022 | $2,649,000 | +17.6% | 39,890 | +19.5% | 0.21% | -6.7% |
Q3 2021 | $2,252,000 | +8.5% | 33,368 | +10.0% | 0.22% | +4.7% |
Q2 2021 | $2,075,000 | +172.3% | 30,345 | +159.9% | 0.21% | +139.3% |
Q1 2021 | $762,000 | +15.1% | 11,674 | +5.0% | 0.09% | +7.2% |
Q4 2020 | $662,000 | +22.1% | 11,122 | +7.2% | 0.08% | +5.1% |
Q3 2020 | $542,000 | +19.1% | 10,377 | +14.2% | 0.08% | +8.2% |
Q2 2020 | $455,000 | +27.5% | 9,089 | +12.7% | 0.07% | +7.4% |
Q1 2020 | $357,000 | -23.7% | 8,064 | +3.6% | 0.07% | -5.6% |
Q4 2019 | $468,000 | +5.6% | 7,783 | -0.4% | 0.07% | -1.4% |
Q3 2019 | $443,000 | +0.7% | 7,814 | -0.3% | 0.07% | -13.1% |
Q2 2019 | $440,000 | -4.8% | 7,840 | -7.2% | 0.08% | -25.0% |
Q1 2019 | $462,000 | +11.9% | 8,445 | +0.9% | 0.11% | +5.7% |
Q4 2018 | $413,000 | -17.9% | 8,372 | -6.7% | 0.11% | -7.0% |
Q3 2018 | $503,000 | +64.4% | 8,972 | +56.0% | 0.11% | +48.1% |
Q2 2018 | $306,000 | -3.8% | 5,753 | -4.4% | 0.08% | -12.5% |
Q1 2018 | $318,000 | +13.6% | 6,016 | +17.6% | 0.09% | +14.3% |
Q4 2017 | $280,000 | +86.7% | 5,116 | +76.5% | 0.08% | +24.2% |
Q3 2017 | $150,000 | +248.8% | 2,898 | +237.4% | 0.06% | +210.0% |
Q2 2017 | $43,000 | +138.9% | 859 | +136.0% | 0.02% | +100.0% |
Q1 2017 | $18,000 | 0.0% | 364 | 0.0% | 0.01% | -16.7% |
Q4 2016 | $18,000 | – | 364 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |