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 | $5,616,309 | -1.7% | 87,129 | +2.3% | 4.88% | +8.0% |
| Q2 2023 | $5,713,808 | +1.1% | 85,166 | -1.1% | 4.52% | -9.3% |
| Q1 2023 | $5,649,680 | -2.9% | 86,149 | -2.3% | 4.98% | +44.4% |
| Q4 2022 | $5,819,003 | +9.5% | 88,140 | -2.9% | 3.45% | +29.7% |
| Q3 2022 | $5,313,000 | -20.5% | 90,804 | -15.2% | 2.66% | -8.8% |
| Q2 2022 | $6,680,000 | -9.7% | 107,022 | +3.2% | 2.92% | +4.2% |
| Q1 2022 | $7,400,000 | -14.3% | 103,657 | -12.1% | 2.80% | -10.0% |
| Q4 2021 | $8,636,000 | -7.0% | 117,950 | -14.3% | 3.11% | -8.7% |
| Q3 2021 | $9,283,000 | -8.4% | 137,572 | -7.2% | 3.41% | -5.6% |
| Q2 2021 | $10,131,000 | +4.3% | 148,179 | -0.4% | 3.61% | -3.7% |
| Q1 2021 | $9,710,000 | -2.5% | 148,751 | -11.1% | 3.75% | +2.0% |
| Q4 2020 | $9,958,000 | +15.9% | 167,280 | +1.6% | 3.68% | +2.8% |
| Q3 2020 | $8,595,000 | +31.0% | 164,691 | +25.8% | 3.58% | +21.9% |
| Q2 2020 | $6,563,000 | – | 130,965 | – | 2.94% | – |
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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% |