SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,445 | +4.8% | 317,170 | +9.1% | 0.04% | +5.0% |
Q2 2023 | $19,505 | +113.2% | 290,725 | +108.4% | 0.04% | +110.5% |
Q1 2023 | $9,148 | -1.9% | 139,493 | -1.3% | 0.02% | -13.6% |
Q4 2022 | $9,327 | -99.9% | 141,285 | +0.7% | 0.02% | +4.8% |
Q3 2022 | $8,209,000 | -22.4% | 140,306 | -17.3% | 0.02% | -25.0% |
Q2 2022 | $10,585,000 | -19.7% | 169,584 | -8.2% | 0.03% | -6.7% |
Q1 2022 | $13,182,000 | -43.6% | 184,656 | -42.2% | 0.03% | -43.4% |
Q4 2021 | $23,380,000 | +108.0% | 319,324 | +91.7% | 0.05% | +89.3% |
Q3 2021 | $11,239,000 | -13.1% | 166,562 | -11.9% | 0.03% | -15.2% |
Q2 2021 | $12,931,000 | +13.5% | 189,133 | +8.4% | 0.03% | +3.1% |
Q1 2021 | $11,390,000 | +45.3% | 174,488 | +32.5% | 0.03% | +33.3% |
Q4 2020 | $7,837,000 | +43.6% | 131,649 | +25.9% | 0.02% | +26.3% |
Q3 2020 | $5,457,000 | -0.1% | 104,569 | -4.1% | 0.02% | -9.5% |
Q2 2020 | $5,461,000 | -16.7% | 108,997 | -26.4% | 0.02% | -32.3% |
Q1 2020 | $6,555,000 | -27.2% | 148,084 | -1.1% | 0.03% | -8.8% |
Q4 2019 | $9,003,000 | +4.3% | 149,753 | -1.6% | 0.03% | -8.1% |
Q3 2019 | $8,629,000 | +14.8% | 152,115 | +13.6% | 0.04% | +12.1% |
Q2 2019 | $7,516,000 | -23.4% | 133,883 | -25.3% | 0.03% | -26.7% |
Q1 2019 | $9,813,000 | +22.0% | 179,271 | +9.9% | 0.04% | +4.7% |
Q4 2018 | $8,043,000 | -13.3% | 163,179 | -1.4% | 0.04% | -2.3% |
Q3 2018 | $9,279,000 | +8.0% | 165,463 | +2.3% | 0.04% | -2.2% |
Q2 2018 | $8,595,000 | +46.7% | 161,810 | +46.0% | 0.04% | +40.6% |
Q1 2018 | $5,857,000 | -1.2% | 110,846 | +2.2% | 0.03% | 0.0% |
Q4 2017 | $5,927,000 | – | 108,410 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |