SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $105,761 | -2.5% | 1,428 | 0.0% | 0.01% | -8.3% |
| Q1 2024 | $108,474 | +9.0% | 1,428 | +0.6% | 0.01% | +9.1% |
| Q4 2023 | $99,555 | +3.3% | 1,420 | -5.0% | 0.01% | -8.3% |
| Q3 2023 | $96,363 | +99.9% | 1,495 | +108.2% | 0.01% | +100.0% |
| Q2 2023 | $48,198 | +2.9% | 718 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $46,824 | -0.0% | 714 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $46,847 | +14.3% | 710 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $41,000 | -19.6% | 705 | +1.7% | 0.01% | 0.0% |
| Q4 2021 | $51,000 | +10.9% | 693 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $46,000 | -2.1% | 689 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | +20.5% | 685 | +13.8% | 0.01% | +20.0% |
| Q1 2021 | $39,000 | – | 602 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |