SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $302,125 | -24.3% | 4,687 | -21.2% | 0.03% | -17.6% |
Q2 2023 | $398,849 | +2.3% | 5,945 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $389,873 | -4.3% | 5,945 | -0.1% | 0.03% | -2.9% |
Q4 2022 | $407,184 | +24.1% | 5,953 | +6.1% | 0.04% | +2.9% |
Q3 2022 | $328,000 | -6.3% | 5,609 | -0.2% | 0.03% | 0.0% |
Q2 2022 | $350,000 | +3.6% | 5,620 | +18.5% | 0.03% | +17.2% |
Q1 2022 | $338,000 | +0.3% | 4,742 | +2.9% | 0.03% | 0.0% |
Q4 2021 | $337,000 | +7.0% | 4,608 | -1.5% | 0.03% | +3.6% |
Q3 2021 | $315,000 | -38.6% | 4,678 | -37.7% | 0.03% | -41.7% |
Q2 2021 | $513,000 | +5.6% | 7,503 | +0.6% | 0.05% | 0.0% |
Q1 2021 | $486,000 | +117.0% | 7,458 | +73.5% | 0.05% | +77.8% |
Q3 2020 | $224,000 | -99.9% | 4,298 | +4.9% | 0.03% | +3.8% |
Q2 2020 | $205,366,000 | +86188.2% | 4,098 | +3.2% | 0.03% | -16.1% |
Q4 2019 | $238,000 | +7.7% | 3,970 | -0.4% | 0.03% | 0.0% |
Q3 2019 | $221,000 | +10.0% | 3,986 | +8.3% | 0.03% | +3.3% |
Q1 2019 | $201,000 | – | 3,681 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |