SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $352,156 | -4.4% | 5,463 | -0.5% | 0.10% | -7.4% |
Q2 2023 | $368,528 | +2.3% | 5,493 | 0.0% | 0.11% | +3.8% |
Q1 2023 | $360,225 | +99135.5% | 5,493 | 0.0% | 0.10% | -11.9% |
Q4 2022 | $363 | -99.9% | 5,493 | -0.3% | 0.12% | +5.4% |
Q3 2022 | $322,000 | -7.2% | 5,509 | -1.0% | 0.11% | 0.0% |
Q2 2022 | $347,000 | -13.7% | 5,567 | -1.2% | 0.11% | 0.0% |
Q1 2022 | $402,000 | -2.7% | 5,634 | 0.0% | 0.11% | -3.4% |
Q4 2021 | $413,000 | +8.7% | 5,634 | +0.0% | 0.12% | 0.0% |
Q3 2021 | $380,000 | -1.3% | 5,633 | 0.0% | 0.12% | -0.9% |
Q2 2021 | $385,000 | -1.3% | 5,633 | -5.7% | 0.12% | -7.1% |
Q1 2021 | $390,000 | +4.6% | 5,974 | -4.8% | 0.13% | -3.8% |
Q4 2020 | $373,000 | -12.2% | 6,274 | -22.9% | 0.13% | -23.8% |
Q3 2020 | $425,000 | -80.4% | 8,138 | -81.2% | 0.17% | -74.5% |
Q2 2020 | $2,164,000 | -4.2% | 43,195 | -15.4% | 0.68% | -32.5% |
Q1 2020 | $2,259,000 | +110.9% | 51,029 | +186.5% | 1.00% | +130.9% |
Q4 2019 | $1,071,000 | +14.2% | 17,810 | +6.1% | 0.43% | -19.1% |
Q3 2019 | $938,000 | -2.1% | 16,783 | -1.7% | 0.54% | -7.0% |
Q2 2019 | $958,000 | +9.9% | 17,068 | +7.1% | 0.58% | -3.7% |
Q1 2019 | $872,000 | +342.6% | 15,933 | +298.9% | 0.60% | +243.1% |
Q4 2018 | $197,000 | – | 3,994 | – | 0.17% | – |
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% |