SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,260,750 | +1.2% | 686,639 | +5.3% | 1.00% | +3.7% |
| Q2 2023 | $43,746,876 | +15.1% | 652,063 | +12.5% | 0.97% | +6.1% |
| Q1 2023 | $38,024,049 | +4.7% | 579,812 | +9.8% | 0.91% | -8.2% |
| Q4 2022 | $36,311,307 | +35.4% | 528,241 | +15.2% | 1.00% | -2.6% |
| Q3 2022 | $26,823,000 | -13.2% | 458,434 | -7.4% | 1.02% | -3.1% |
| Q2 2022 | $30,892,000 | +41.0% | 494,905 | +61.2% | 1.06% | +22.7% |
| Q1 2022 | $21,915,000 | +12.4% | 306,976 | +15.3% | 0.86% | +8.6% |
| Q4 2021 | $19,490,000 | +20.1% | 266,184 | +10.7% | 0.79% | +5.9% |
| Q3 2021 | $16,231,000 | +16.5% | 240,531 | +18.0% | 0.75% | +16.5% |
| Q2 2021 | $13,938,000 | +34.6% | 203,861 | +28.5% | 0.64% | +17.4% |
| Q1 2021 | $10,353,000 | +25.9% | 158,594 | +14.8% | 0.55% | -7.4% |
| Q4 2020 | $8,225,000 | +23.9% | 138,166 | +8.6% | 0.59% | +2.2% |
| Q3 2020 | $6,637,000 | +11.0% | 127,170 | +6.6% | 0.58% | +1.8% |
| Q2 2020 | $5,980,000 | +9.7% | 119,337 | -3.1% | 0.57% | +0.2% |
| Q1 2020 | $5,450,000 | +3.6% | 123,108 | +40.7% | 0.57% | +28.6% |
| Q4 2019 | $5,260,000 | +19.8% | 87,492 | +13.1% | 0.44% | +7.6% |
| Q3 2019 | $4,389,000 | -2.1% | 77,366 | -3.1% | 0.41% | -7.2% |
| Q2 2019 | $4,481,000 | +92.5% | 79,818 | +87.7% | 0.44% | +81.9% |
| Q1 2019 | $2,328,000 | +1.0% | 42,528 | -9.1% | 0.24% | -11.6% |
| Q4 2018 | $2,306,000 | +99.3% | 46,784 | +126.7% | 0.28% | +133.1% |
| Q3 2018 | $1,157,000 | +4.0% | 20,633 | -1.6% | 0.12% | -3.3% |
| Q2 2018 | $1,113,000 | +521.8% | 20,959 | +517.2% | 0.12% | +408.3% |
| Q1 2018 | $179,000 | +54.3% | 3,396 | +59.5% | 0.02% | +33.3% |
| Q4 2017 | $116,000 | – | 2,129 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |