SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,995,972 | +55.8% | 46,478 | +62.2% | 0.00% | – |
| Q2 2023 | $1,922,732 | -17.1% | 28,659 | -18.9% | 0.00% | – |
| Q1 2023 | $2,318,450 | -64.1% | 35,353 | -63.9% | 0.00% | -100.0% |
| Q4 2022 | $6,462,038 | -3.4% | 97,880 | -14.4% | 0.00% | 0.0% |
| Q3 2022 | $6,688,000 | +221.5% | 114,305 | +243.0% | 0.00% | – |
| Q2 2022 | $2,080,000 | +4.3% | 33,322 | +19.2% | 0.00% | – |
| Q1 2022 | $1,995,000 | -35.1% | 27,950 | -33.4% | 0.00% | – |
| Q4 2021 | $3,074,000 | -14.7% | 41,968 | -21.4% | 0.00% | – |
| Q3 2021 | $3,604,000 | -26.8% | 53,428 | -25.8% | 0.00% | -100.0% |
| Q2 2021 | $4,925,000 | +14.6% | 72,019 | +9.4% | 0.00% | 0.0% |
| Q1 2021 | $4,299,000 | +99.8% | 65,858 | +82.1% | 0.00% | – |
| Q4 2020 | $2,152,000 | -46.7% | 36,158 | -53.3% | 0.00% | -100.0% |
| Q3 2020 | $4,039,000 | +78.3% | 77,398 | +71.3% | 0.00% | – |
| Q2 2020 | $2,265,000 | -49.1% | 45,189 | -55.0% | 0.00% | -100.0% |
| Q1 2020 | $4,450,000 | +65.6% | 100,509 | +124.7% | 0.00% | 0.0% |
| Q4 2019 | $2,688,000 | +139.8% | 44,725 | +126.4% | 0.00% | – |
| Q3 2019 | $1,121,000 | -18.6% | 19,751 | -19.5% | 0.00% | – |
| Q2 2019 | $1,377,000 | +423.6% | 24,534 | +411.1% | 0.00% | – |
| Q1 2019 | $263,000 | -91.6% | 4,800 | -92.4% | 0.00% | -100.0% |
| Q4 2018 | $3,131,000 | +151.3% | 63,523 | +186.0% | 0.00% | – |
| Q3 2018 | $1,246,000 | +16.8% | 22,208 | +10.5% | 0.00% | – |
| Q2 2018 | $1,067,000 | +266.7% | 20,094 | +265.3% | 0.00% | – |
| Q1 2018 | $291,000 | -87.1% | 5,500 | -86.6% | 0.00% | – |
| Q4 2017 | $2,251,000 | +82.1% | 41,168 | +72.6% | 0.00% | – |
| Q3 2017 | $1,236,000 | -29.6% | 23,848 | -31.8% | 0.00% | -100.0% |
| Q2 2017 | $1,755,000 | -18.5% | 34,960 | -19.3% | 0.00% | 0.0% |
| Q1 2017 | $2,153,000 | -32.6% | 43,333 | -34.8% | 0.00% | 0.0% |
| Q4 2016 | $3,196,000 | +670.1% | 66,465 | +630.4% | 0.00% | – |
| Q3 2016 | $415,000 | +3.0% | 9,100 | +1.1% | 0.00% | – |
| Q2 2016 | $403,000 | -77.5% | 9,000 | -78.3% | 0.00% | -100.0% |
| Q1 2016 | $1,793,000 | -49.9% | 41,484 | -50.8% | 0.00% | -50.0% |
| Q4 2015 | $3,582,000 | +161.7% | 84,402 | +165.2% | 0.00% | +100.0% |
| Q2 2015 | $1,369,000 | +6.9% | 31,820 | +7.5% | 0.00% | 0.0% |
| Q1 2015 | $1,281,000 | -12.9% | 29,600 | -11.3% | 0.00% | 0.0% |
| Q4 2014 | $1,471,000 | -56.6% | 33,371 | -58.1% | 0.00% | 0.0% |
| Q3 2014 | $3,393,000 | +123.1% | 79,561 | +124.0% | 0.00% | – |
| Q2 2014 | $1,521,000 | -47.2% | 35,516 | -49.2% | 0.00% | -100.0% |
| Q1 2014 | $2,881,000 | +103.5% | 69,911 | +100.9% | 0.00% | 0.0% |
| Q4 2013 | $1,416,000 | +22.1% | 34,804 | +11.9% | 0.00% | 0.0% |
| Q3 2013 | $1,160,000 | +10.7% | 31,092 | +7.4% | 0.00% | 0.0% |
| Q2 2013 | $1,048,000 | – | 28,953 | – | 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% |