SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,674 | -29.7% | 41,490 | -26.9% | 0.02% | -33.3% |
| Q2 2023 | $3,806 | +422.1% | 56,728 | +410.1% | 0.02% | +380.0% |
| Q1 2023 | $729 | -9.2% | 11,122 | -8.6% | 0.01% | -16.7% |
| Q4 2022 | $803 | -99.9% | 12,166 | +5.0% | 0.01% | +20.0% |
| Q3 2022 | $678,000 | -36.8% | 11,591 | -32.5% | 0.01% | -37.5% |
| Q2 2022 | $1,072,000 | -18.0% | 17,176 | -6.2% | 0.01% | -11.1% |
| Q1 2022 | $1,308,000 | -7.0% | 18,315 | -4.7% | 0.01% | -10.0% |
| Q4 2021 | $1,407,000 | +93.3% | 19,219 | +80.5% | 0.01% | +66.7% |
| Q2 2021 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $728,000 | 0.0% | 10,650 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $728,000 | +48.9% | 10,650 | +7.4% | 0.01% | -50.0% |
| Q4 2018 | $489,000 | +2.3% | 9,920 | +16.4% | 0.01% | 0.0% |
| Q3 2018 | $478,000 | +7866.7% | 8,525 | +7942.5% | 0.01% | – |
| Q2 2018 | $6,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q1 2018 | $6,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | -50.0% | 106 | -54.1% | 0.00% | -100.0% |
| Q3 2017 | $12,000 | -7.7% | 231 | -9.1% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | – | 254 | – | 0.00% | – |
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% |