SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $874,719 | +14.4% | 11,808 | +17.3% | 0.13% | +12.0% |
| Q1 2024 | $764,873 | +12.4% | 10,067 | +3.7% | 0.12% | +28.6% |
| Q4 2023 | $680,708 | +32.4% | 9,711 | +21.7% | 0.09% | -18.8% |
| Q3 2023 | $514,316 | +158639.5% | 7,979 | +65.2% | 0.11% | +115.4% |
| Q2 2023 | $324 | +14.5% | 4,829 | +11.9% | 0.05% | +13.0% |
| Q1 2023 | $283 | +2.5% | 4,316 | +3.3% | 0.05% | -11.5% |
| Q4 2022 | $276 | -99.9% | 4,180 | -47.6% | 0.05% | -53.6% |
| Q3 2022 | $514,316 | +79.2% | 7,979 | +79.9% | 0.11% | +75.0% |
| Q2 2022 | $287,000 | – | 4,435 | – | 0.06% | – |
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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% |