SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $671,000 | -33.0% | 11,461 | -28.5% | 0.12% | -16.1% |
| Q2 2022 | $1,001,000 | -14.4% | 16,036 | -2.1% | 0.15% | +1.4% |
| Q1 2022 | $1,170,000 | -2.5% | 16,386 | 0.0% | 0.15% | +8.1% |
| Q4 2021 | $1,200,000 | +12.0% | 16,386 | +4.6% | 0.14% | -4.2% |
| Q3 2021 | $1,071,000 | 0.0% | 15,661 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $1,071,000 | +4.8% | 15,661 | 0.0% | 0.14% | 0.0% |
| Q1 2021 | $1,022,000 | -20.7% | 15,661 | -27.7% | 0.14% | -19.9% |
| Q4 2020 | $1,289,000 | +13.8% | 21,661 | -0.2% | 0.18% | +1.1% |
| Q3 2020 | $1,133,000 | +177.7% | 21,711 | +166.9% | 0.17% | +159.7% |
| Q2 2020 | $408,000 | -77.9% | 8,136 | -80.5% | 0.07% | -81.5% |
| Q1 2020 | $1,843,000 | +3.9% | 41,636 | +41.1% | 0.36% | +33.1% |
| Q4 2019 | $1,774,000 | +28.6% | 29,500 | +21.4% | 0.27% | +20.9% |
| Q3 2019 | $1,379,000 | +67.2% | 24,300 | +65.3% | 0.22% | +57.3% |
| Q2 2019 | $825,000 | – | 14,700 | – | 0.14% | – |
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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% |