SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,282,656 | -5.8% | 84,809 | -3.4% | 0.33% | -10.7% |
Q1 2024 | $6,668,506 | +6.5% | 87,767 | -1.7% | 0.37% | +4.3% |
Q4 2023 | $6,259,446 | +7.3% | 89,293 | -1.4% | 0.35% | -7.1% |
Q3 2023 | $5,835,180 | -21.0% | 90,524 | -17.7% | 0.38% | -16.0% |
Q2 2023 | $7,383,442 | -0.8% | 110,053 | -3.1% | 0.45% | -6.6% |
Q1 2023 | $7,445,934 | -1.3% | 113,540 | -0.6% | 0.48% | -9.4% |
Q4 2022 | $7,542,422 | +109305.6% | 114,245 | -3.0% | 0.53% | -1.3% |
Q3 2022 | $6,894 | -10.1% | 117,833 | -4.0% | 0.54% | -11.1% |
Q2 2022 | $7,665 | -17.5% | 122,795 | -5.7% | 0.61% | -3.5% |
Q1 2022 | $9,294 | -7.6% | 130,182 | -5.2% | 0.63% | -19.4% |
Q4 2021 | $10,056 | +15.8% | 137,338 | +6.7% | 0.78% | -8.1% |
Q3 2021 | $8,682 | -2.3% | 128,656 | -1.0% | 0.85% | -19.7% |
Q2 2021 | $8,886 | -3.8% | 129,971 | -8.2% | 1.06% | -26.5% |
Q1 2021 | $9,238 | +25.8% | 141,508 | +14.7% | 1.44% | -1.8% |
Q4 2020 | $7,345 | +19.0% | 123,375 | +4.3% | 1.46% | -0.7% |
Q3 2020 | $6,172 | -99.9% | 118,257 | -33.0% | 1.47% | -34.5% |
Q2 2020 | $8,841,000 | -26.8% | 176,441 | -35.4% | 2.25% | -27.9% |
Q1 2020 | $12,083,000 | -2.9% | 272,944 | +31.9% | 3.12% | +2.3% |
Q4 2019 | $12,440,000 | +8.4% | 206,915 | +2.3% | 3.05% | +4.5% |
Q3 2019 | $11,474,000 | +2.2% | 202,262 | +1.1% | 2.92% | -14.7% |
Q2 2019 | $11,226,000 | +14.8% | 199,971 | +11.9% | 3.42% | -4.7% |
Q1 2019 | $9,780,000 | – | 178,658 | – | 3.59% | – |
Download |
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% |