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 | $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% | – |
Download | ||||||
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% |