SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,373 | -3.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $55,551 | +2.3% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $54,300 | -0.7% | 828 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $54,665 | +13.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $48,000 | -7.7% | 828 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $52,000 | -11.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $59,000 | -3.3% | 828 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $61,000 | +13.0% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $54,000 | +25.6% | 828 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $43,000 | -8.5% | 828 | 0.0% | 0.02% | -11.8% |
| Q3 2019 | $47,000 | 0.0% | 828 | -8.0% | 0.02% | -15.0% |
| Q3 2017 | $47,000 | +4.4% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $45,000 | – | 900 | – | 0.02% | – |
Download | ||||||
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% |