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 | $38,806 | -3.9% | 602 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,388 | +2.3% | 602 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $39,480 | -0.7% | 602 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $39,745 | +13.6% | 602 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | -7.9% | 602 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -2.6% | 602 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -23.5% | 552 | -21.4% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | +21.4% | 702 | +12.7% | 0.00% | 0.0% |
| Q3 2021 | $42,000 | +10.5% | 623 | +12.9% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +31.0% | 552 | +23.8% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | +2800.0% | 446 | +2023.8% | 0.00% | – |
| Q4 2020 | $1,000 | -98.0% | 21 | -98.1% | 0.00% | -100.0% |
| Q1 2015 | $49,000 | – | 1,122 | – | 0.01% | – |
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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% |