SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,029,781 | -5.1% | 62,516 | -1.2% | 0.30% | -3.6% |
Q2 2023 | $4,244,986 | +4.5% | 63,273 | +2.1% | 0.31% | -13.0% |
Q1 2023 | $4,063,730 | +0.4% | 61,966 | +1.1% | 0.36% | -6.8% |
Q4 2022 | $4,047,950 | -99.9% | 61,314 | -2.0% | 0.38% | +9.8% |
Q3 2022 | $3,659,918,000 | -5.8% | 62,552 | +0.5% | 0.35% | -4.7% |
Q2 2022 | $3,885,458,000 | -15.5% | 62,247 | -3.3% | 0.36% | +1.4% |
Q1 2022 | $4,596,210,000 | -4.0% | 64,382 | -1.5% | 0.36% | -1.6% |
Q4 2021 | $4,786,629,000 | +7.8% | 65,367 | -0.7% | 0.36% | -4.2% |
Q3 2021 | $4,440,926,000 | +15.8% | 65,811 | +17.4% | 0.38% | +0.3% |
Q2 2021 | $3,834,053,000 | +8.8% | 56,078 | +3.9% | 0.38% | -18.1% |
Q1 2021 | $3,522,835,000 | +10.7% | 53,965 | +0.9% | 0.46% | +3.8% |
Q4 2020 | $3,183,069,000 | +70.1% | 53,470 | +49.2% | 0.45% | +44.7% |
Q3 2020 | $1,870,855,000 | +77.4% | 35,847 | +70.3% | 0.31% | +65.2% |
Q2 2020 | $1,054,816,000 | +156.6% | 21,050 | +180.3% | 0.19% | +163.4% |
Q1 2019 | $411,097,000 | – | 7,510 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |