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 | $665,807 | -38.9% | 10,329 | -36.4% | 0.00% | – |
Q2 2023 | $1,089,072 | -55.1% | 16,233 | -56.1% | 0.00% | -100.0% |
Q1 2023 | $2,426,132 | -29.4% | 36,995 | -28.9% | 0.00% | 0.0% |
Q4 2022 | $3,435,483 | +54.0% | 52,037 | +36.5% | 0.00% | 0.0% |
Q3 2022 | $2,231,000 | +34.1% | 38,123 | +43.0% | 0.00% | – |
Q2 2022 | $1,664,000 | -51.6% | 26,660 | -44.7% | 0.00% | -100.0% |
Q1 2022 | $3,441,000 | +422.2% | 48,199 | +393.2% | 0.00% | – |
Q3 2021 | $659,000 | -69.8% | 9,773 | -69.4% | 0.00% | – |
Q2 2021 | $2,184,000 | -8.4% | 31,940 | -12.6% | 0.00% | -100.0% |
Q1 2021 | $2,385,000 | -42.1% | 36,540 | -53.7% | 0.00% | 0.0% |
Q3 2020 | $4,117,000 | +173.2% | 78,891 | +131.8% | 0.00% | 0.0% |
Q1 2020 | $1,507,000 | -95.6% | 34,034 | -94.3% | 0.00% | -90.0% |
Q3 2019 | $34,038,000 | +6734.9% | 600,000 | +6657.5% | 0.01% | – |
Q2 2019 | $498,000 | -98.0% | 8,879 | -98.1% | 0.00% | -100.0% |
Q1 2019 | $25,505,000 | +1460.9% | 465,930 | +1116.1% | 0.01% | +700.0% |
Q3 2014 | $1,634,000 | -60.4% | 38,315 | -61.7% | 0.00% | 0.0% |
Q1 2014 | $4,127,000 | +8.1% | 100,135 | -5.1% | 0.00% | 0.0% |
Q2 2013 | $3,819,000 | – | 105,501 | – | 0.00% | – |
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% |