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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $478,000 | -2.4% | 6,678 | 0.0% | 0.61% | -5.5% |
Q4 2021 | $490,000 | +8.2% | 6,678 | 0.0% | 0.65% | -6.5% |
Q3 2021 | $453,000 | -0.9% | 6,678 | 0.0% | 0.69% | -4.1% |
Q2 2021 | $457,000 | +4.1% | 6,678 | 0.0% | 0.72% | -7.8% |
Q1 2021 | $439,000 | -5.4% | 6,678 | -14.3% | 0.78% | -13.5% |
Q4 2020 | $464,000 | +14.0% | 7,795 | 0.0% | 0.91% | -13.5% |
Q3 2020 | $407,000 | +4.1% | 7,795 | 0.0% | 1.05% | -16.8% |
Q2 2020 | $391,000 | +13.3% | 7,795 | 0.0% | 1.26% | -19.4% |
Q1 2020 | $345,000 | -64.6% | 7,795 | -51.9% | 1.56% | -47.7% |
Q4 2019 | $974,000 | – | 16,208 | – | 2.99% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |