SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $373,553 | -6.0% | 6,384 | +0.3% | 0.02% | 0.0% |
Q2 2022 | $397,313 | -11.4% | 6,365 | +1.3% | 0.02% | +6.7% |
Q1 2022 | $448,401 | -4.5% | 6,281 | -2.1% | 0.02% | -6.2% |
Q4 2021 | $469,633 | +11.0% | 6,414 | +2.3% | 0.02% | 0.0% |
Q3 2021 | $423,167 | -0.1% | 6,271 | +1.2% | 0.02% | 0.0% |
Q2 2021 | $423,552 | +12.3% | 6,195 | +7.2% | 0.02% | 0.0% |
Q1 2021 | $377,318 | +139.3% | 5,780 | +118.2% | 0.02% | +100.0% |
Q4 2020 | $157,695 | -45.2% | 2,649 | -51.9% | 0.01% | -52.9% |
Q3 2020 | $287,515 | +22.2% | 5,509 | +17.3% | 0.02% | +13.3% |
Q2 2020 | $235,266 | +19.9% | 4,695 | +5.9% | 0.02% | -6.2% |
Q1 2020 | $196,293 | -35.5% | 4,434 | -12.4% | 0.02% | -27.3% |
Q4 2019 | $304,207 | +12.5% | 5,060 | +6.1% | 0.02% | 0.0% |
Q3 2019 | $270,489 | +4.4% | 4,768 | +3.3% | 0.02% | 0.0% |
Q2 2019 | $259,086 | +46.4% | 4,615 | +42.7% | 0.02% | +29.4% |
Q1 2019 | $176,974 | +1319.2% | 3,233 | +1177.9% | 0.02% | +750.0% |
Q4 2018 | $12,470 | -92.9% | 253 | -92.0% | 0.00% | -90.0% |
Q3 2018 | $176,259 | +4.7% | 3,143 | -0.8% | 0.02% | -13.0% |
Q2 2018 | $168,284 | -6.8% | 3,168 | -7.3% | 0.02% | -14.8% |
Q1 2018 | $180,607 | -80.9% | 3,418 | -80.2% | 0.03% | -82.0% |
Q4 2017 | $946,119 | – | 17,306 | – | 0.15% | – |
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% |