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 2022 | $485,000 | -5.6% | 8,288 | +0.7% | 0.06% | -7.6% |
| Q2 2022 | $514,000 | -12.0% | 8,233 | +0.6% | 0.07% | -12.0% |
| Q1 2022 | $584,000 | -2.2% | 8,184 | +0.4% | 0.08% | +4.2% |
| Q4 2021 | $597,000 | +9.1% | 8,148 | +0.6% | 0.07% | +5.9% |
| Q3 2021 | $547,000 | -3.0% | 8,102 | +0.5% | 0.07% | +3.0% |
| Q2 2021 | $564,000 | +7.2% | 8,060 | 0.0% | 0.07% | +3.1% |
| Q1 2021 | $526,000 | +37.3% | 8,060 | +26.4% | 0.06% | +25.5% |
| Q4 2019 | $383,000 | +5.8% | 6,378 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $362,000 | +1.1% | 6,378 | 0.0% | 0.05% | +4.0% |
| Q2 2019 | $358,000 | +2.6% | 6,378 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $349,000 | +11.1% | 6,378 | 0.0% | 0.05% | +2.1% |
| Q4 2018 | $314,000 | -12.5% | 6,378 | 0.0% | 0.05% | -4.0% |
| Q3 2018 | $359,000 | +5.9% | 6,378 | 0.0% | 0.05% | +8.7% |
| Q2 2018 | $339,000 | +0.6% | 6,378 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $337,000 | -3.4% | 6,378 | 0.0% | 0.05% | +2.2% |
| Q4 2017 | $349,000 | +5.4% | 6,378 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $331,000 | – | 6,378 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |