SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,114,717 | +1.3% | 42,045 | +3.9% | 0.00% | – |
Q1 2024 | $3,073,357 | +27.9% | 40,450 | +18.0% | 0.00% | – |
Q4 2023 | $2,402,243 | +41.1% | 34,269 | +29.7% | 0.00% | – |
Q3 2023 | $1,702,503 | +6.5% | 26,412 | +10.8% | 0.00% | – |
Q2 2023 | $1,599,066 | -52.2% | 23,835 | -53.3% | 0.00% | – |
Q1 2023 | $3,346,796 | +106.0% | 51,034 | +107.4% | 0.00% | – |
Q4 2022 | $1,624,342 | +17.8% | 24,604 | +4.4% | 0.00% | – |
Q3 2022 | $1,379,000 | +2.4% | 23,572 | +9.3% | 0.00% | – |
Q2 2022 | $1,347,000 | -33.8% | 21,573 | -24.3% | 0.00% | – |
Q1 2022 | $2,034,000 | +5.3% | 28,491 | +7.9% | 0.00% | – |
Q4 2021 | $1,932,000 | +59.5% | 26,394 | +47.0% | 0.00% | – |
Q3 2021 | $1,211,000 | +7.7% | 17,949 | +9.2% | 0.00% | – |
Q2 2021 | $1,124,000 | +31.0% | 16,442 | +25.0% | 0.00% | – |
Q1 2021 | $858,000 | +19.2% | 13,150 | +8.8% | 0.00% | – |
Q4 2020 | $720,000 | +16.1% | 12,088 | +1.8% | 0.00% | – |
Q3 2020 | $620,000 | +17.6% | 11,878 | +12.9% | 0.00% | – |
Q2 2020 | $527,000 | -9.9% | 10,523 | -20.5% | 0.00% | – |
Q1 2020 | $585,000 | -35.9% | 13,230 | -12.9% | 0.00% | – |
Q4 2019 | $913,000 | +8.6% | 15,195 | +2.5% | 0.00% | – |
Q3 2019 | $841,000 | +20.7% | 14,825 | +19.3% | 0.00% | – |
Q2 2019 | $697,000 | -9.2% | 12,423 | -11.5% | 0.00% | – |
Q1 2019 | $768,000 | +19.1% | 14,032 | +7.1% | 0.00% | – |
Q4 2018 | $645,000 | -21.2% | 13,097 | -10.3% | 0.00% | – |
Q3 2018 | $819,000 | +46.8% | 14,597 | +38.7% | 0.00% | – |
Q2 2018 | $558,000 | +1.8% | 10,521 | +0.2% | 0.00% | – |
Q1 2018 | $548,000 | -12.6% | 10,497 | -8.2% | 0.00% | – |
Q4 2017 | $627,000 | +15.3% | 11,438 | +8.8% | 0.00% | – |
Q3 2017 | $544,000 | +50.3% | 10,511 | +45.6% | 0.00% | – |
Q2 2017 | $362,000 | +21.5% | 7,220 | +21.0% | 0.00% | – |
Q1 2017 | $298,000 | +39.9% | 5,969 | +35.1% | 0.00% | – |
Q4 2016 | $213,000 | 0.0% | 4,419 | -6.2% | 0.00% | – |
Q3 2016 | $213,000 | – | 4,710 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |