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 2023 | $542,431 | -90.9% | 8,415 | -90.7% | 0.00% | -100.0% |
| Q1 2023 | $5,953,221 | +1031.8% | 90,778 | +910.2% | 0.00% | – |
| Q3 2022 | $526,000 | -82.0% | 8,986 | -78.1% | 0.00% | -100.0% |
| Q1 2022 | $2,928,000 | -48.0% | 41,014 | -50.9% | 0.00% | 0.0% |
| Q3 2021 | $5,636,000 | +526.9% | 83,516 | +535.0% | 0.00% | – |
| Q2 2021 | $899,000 | -60.1% | 13,153 | -70.7% | 0.00% | -100.0% |
| Q2 2020 | $2,251,000 | +184.6% | 44,931 | +179.9% | 0.00% | – |
| Q4 2018 | $791,000 | -40.8% | 16,052 | -32.7% | 0.00% | -100.0% |
| Q3 2018 | $1,337,000 | -33.6% | 23,834 | -37.5% | 0.00% | 0.0% |
| Q1 2018 | $2,015,000 | +383.2% | 38,135 | +309.7% | 0.00% | – |
| Q2 2016 | $417,000 | – | 9,308 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |