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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,811 | -99.9% | 148,604 | +2.7% | 0.76% | +8.8% |
| Q3 2022 | $8,469,000 | -3.5% | 144,749 | +3.0% | 0.70% | +3.7% |
| Q2 2022 | $8,775,000 | -9.7% | 140,585 | +3.3% | 0.68% | +3.4% |
| Q1 2022 | $9,718,000 | +2.1% | 136,123 | +4.7% | 0.66% | +7.4% |
| Q4 2021 | $9,518,000 | +8.3% | 129,988 | -0.2% | 0.61% | -0.2% |
| Q3 2021 | $8,791,000 | -1.6% | 130,270 | -0.3% | 0.61% | -1.8% |
| Q2 2021 | $8,931,000 | -18.6% | 130,623 | -22.3% | 0.62% | -24.4% |
| Q1 2021 | $10,967,000 | +17.1% | 168,008 | +6.8% | 0.82% | +10.2% |
| Q4 2020 | $9,364,000 | +21.1% | 157,302 | +6.2% | 0.75% | +9.1% |
| Q3 2020 | $7,731,000 | – | 148,141 | – | 0.68% | – |
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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% |