SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 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 | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |