SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,348,347 | -5.8% | 269,134 | -2.0% | 1.92% | -1.3% |
Q2 2023 | $18,425,652 | +0.2% | 274,641 | -2.1% | 1.95% | -6.5% |
Q1 2023 | $18,391,209 | +1.7% | 280,439 | +2.4% | 2.08% | -5.5% |
Q4 2022 | $18,088,879 | +18.2% | 273,991 | +4.8% | 2.20% | +5.2% |
Q3 2022 | $15,300,000 | -4.7% | 261,490 | +1.6% | 2.10% | -1.2% |
Q2 2022 | $16,061,000 | -7.8% | 257,311 | +5.5% | 2.12% | +4.6% |
Q1 2022 | $17,416,000 | +6.5% | 243,961 | +9.2% | 2.03% | +16.5% |
Q4 2021 | $16,353,000 | +10.0% | 223,343 | +1.4% | 1.74% | -4.8% |
Q3 2021 | $14,862,000 | -0.9% | 220,238 | +0.4% | 1.83% | -1.0% |
Q2 2021 | $14,997,000 | +11.4% | 219,350 | +6.3% | 1.85% | +4.4% |
Q1 2021 | $13,467,000 | +7.6% | 206,294 | -1.9% | 1.77% | +3.0% |
Q4 2020 | $12,515,000 | +17.0% | 210,237 | +2.6% | 1.72% | -1.9% |
Q3 2020 | $10,697,000 | +8.3% | 204,967 | +4.0% | 1.75% | -1.6% |
Q2 2020 | $9,873,000 | +8.7% | 197,032 | -3.9% | 1.78% | +3.9% |
Q1 2020 | $9,081,000 | -25.9% | 205,117 | +0.6% | 1.71% | +1.8% |
Q4 2019 | $12,257,000 | +6.7% | 203,875 | +0.7% | 1.68% | -1.8% |
Q3 2019 | $11,485,000 | -4.6% | 202,443 | -5.6% | 1.71% | -4.1% |
Q2 2019 | $12,044,000 | +4.1% | 214,543 | +1.5% | 1.78% | -0.4% |
Q1 2019 | $11,573,000 | +14.8% | 211,419 | +3.4% | 1.79% | +6.4% |
Q4 2018 | $10,083,000 | -1.4% | 204,557 | +12.2% | 1.68% | -16.2% |
Q3 2018 | $10,222,000 | +6.2% | 182,282 | +0.6% | 2.01% | -2.7% |
Q2 2018 | $9,626,000 | +1.1% | 181,207 | +0.5% | 2.06% | -1.8% |
Q1 2018 | $9,525,000 | -1.6% | 180,264 | +1.9% | 2.10% | +11.9% |
Q4 2017 | $9,675,000 | +19.4% | 176,964 | +13.1% | 1.88% | +5.8% |
Q3 2017 | $8,106,000 | +5.3% | 156,427 | +2.1% | 1.78% | +0.4% |
Q2 2017 | $7,695,000 | +6.4% | 153,281 | +5.3% | 1.77% | -0.1% |
Q1 2017 | $7,229,000 | +15.7% | 145,513 | +12.0% | 1.77% | +10.5% |
Q4 2016 | $6,246,000 | +24.9% | 129,874 | +18.4% | 1.60% | +11.7% |
Q3 2016 | $5,000,000 | +47.8% | 109,735 | +45.3% | 1.43% | +33.8% |
Q2 2016 | $3,382,000 | +7586.4% | 75,508 | +7376.0% | 1.07% | +7046.7% |
Q1 2016 | $44,000 | – | 1,010 | – | 0.02% | – |
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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% |