SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $573,348 | +3.4% | 8,179 | -5.0% | 0.12% | -3.9% |
Q3 2023 | $554,678 | -14.6% | 8,605 | -11.1% | 0.13% | -11.7% |
Q2 2023 | $649,364 | -9.4% | 9,679 | -10.9% | 0.14% | -15.7% |
Q4 2022 | $716,911 | -99.9% | 10,859 | -0.8% | 0.17% | +3.0% |
Q3 2022 | $640,216,000 | -15.0% | 10,942 | -8.4% | 0.17% | -10.2% |
Q2 2022 | $753,378,000 | -11.7% | 11,947 | 0.0% | 0.19% | -6.1% |
Q1 2022 | $852,896,000 | -8.6% | 11,947 | -6.3% | 0.20% | -6.2% |
Q4 2021 | $933,116,000 | -2.7% | 12,744 | -10.3% | 0.21% | -9.1% |
Q3 2021 | $958,621,000 | +3.2% | 14,206 | +5.2% | 0.23% | +4.0% |
Q2 2021 | $929,340,000 | +10.3% | 13,500 | +5.4% | 0.22% | +3.2% |
Q1 2021 | $842,697,000 | +19.4% | 12,805 | +8.0% | 0.22% | +16.1% |
Q4 2020 | $706,026,000 | +26.5% | 11,860 | +10.9% | 0.19% | +10.1% |
Q3 2020 | $558,172,000 | -27.9% | 10,695 | -30.8% | 0.17% | -31.9% |
Q2 2020 | $774,450,000 | +12.5% | 15,455 | -5.3% | 0.25% | -6.4% |
Q1 2020 | $688,530,000 | -40.0% | 16,312 | -16.2% | 0.26% | -24.5% |
Q4 2019 | $1,147,113,000 | – | 19,469 | – | 0.35% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |