SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $209 | -90.2% | 3,111 | -90.4% | 0.02% | -92.5% |
Q4 2022 | $2,137 | -99.9% | 32,372 | -1.2% | 0.28% | +16.2% |
Q3 2022 | $1,918,000 | -4.8% | 32,777 | +1.6% | 0.24% | -0.4% |
Q2 2022 | $2,015,000 | -11.5% | 32,273 | +1.1% | 0.24% | +10.0% |
Q1 2022 | $2,278,000 | -2.1% | 31,913 | +0.4% | 0.22% | -0.9% |
Q4 2021 | $2,328,000 | +13.0% | 31,795 | +4.1% | 0.22% | -20.5% |
Q3 2021 | $2,061,000 | -1.5% | 30,545 | -0.2% | 0.28% | +29.3% |
Q2 2021 | $2,092,000 | +5.3% | 30,595 | +0.5% | 0.22% | +4.4% |
Q1 2021 | $1,987,000 | +8.0% | 30,436 | -0.5% | 0.21% | -20.2% |
Q4 2019 | $1,839,000 | +11.5% | 30,595 | +5.2% | 0.26% | +4.9% |
Q3 2019 | $1,649,000 | -3.8% | 29,071 | -4.8% | 0.25% | -5.4% |
Q2 2019 | $1,714,000 | +4.8% | 30,529 | +2.2% | 0.26% | -2.3% |
Q1 2019 | $1,635,000 | +17.8% | 29,865 | +6.1% | 0.27% | +2.3% |
Q4 2018 | $1,388,000 | -14.6% | 28,159 | -2.9% | 0.26% | -1.9% |
Q3 2018 | $1,626,000 | +7.8% | 29,002 | +2.1% | 0.26% | +1.1% |
Q2 2018 | $1,508,000 | +14.9% | 28,396 | +14.2% | 0.26% | -21.3% |
Q1 2018 | $1,313,000 | +488.8% | 24,856 | +477.0% | 0.33% | +494.6% |
Q3 2017 | $223,000 | -5.5% | 4,308 | -8.5% | 0.06% | -11.1% |
Q2 2017 | $236,000 | +4.4% | 4,708 | +3.5% | 0.06% | -1.6% |
Q1 2017 | $226,000 | – | 4,547 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |