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 | $390,573 | -13.9% | 6,059 | -10.4% | 0.08% | -12.5% |
| Q2 2023 | $453,807 | -52.2% | 6,764 | -53.2% | 0.09% | -49.4% |
| Q1 2023 | $948,428 | -2.1% | 14,462 | -1.4% | 0.17% | -2.2% |
| Q4 2022 | $968,325 | +12.9% | 14,667 | 0.0% | 0.18% | -3.3% |
| Q3 2022 | $858,000 | -6.3% | 14,667 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $916,000 | -12.5% | 14,667 | 0.0% | 0.19% | +3.9% |
| Q1 2022 | $1,047,000 | -8.2% | 14,667 | -5.9% | 0.18% | -2.7% |
| Q4 2021 | $1,141,000 | +8.6% | 15,587 | +0.0% | 0.18% | -8.0% |
| Q3 2021 | $1,051,000 | -1.3% | 15,580 | +0.0% | 0.20% | -16.9% |
| Q2 2021 | $1,065,000 | +4.7% | 15,573 | 0.0% | 0.24% | -1.6% |
| Q1 2021 | $1,017,000 | +2.6% | 15,573 | -1.6% | 0.25% | +4.7% |
| Q4 2020 | $991,000 | +15.0% | 15,823 | -4.2% | 0.24% | -3.7% |
| Q3 2020 | $862,000 | +2.9% | 16,523 | -1.1% | 0.24% | 0.0% |
| Q2 2020 | $838,000 | +13.2% | 16,713 | 0.0% | 0.24% | -2.4% |
| Q1 2020 | $740,000 | -31.4% | 16,713 | -6.9% | 0.25% | -11.7% |
| Q4 2019 | $1,079,000 | +5.0% | 17,953 | -1.0% | 0.28% | -2.7% |
| Q3 2019 | $1,028,000 | +9.7% | 18,128 | +7.1% | 0.29% | +7.4% |
| Q2 2019 | $937,000 | – | 16,928 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |