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 | $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 ↓ |
---|---|---|---|
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% |