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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,255,405 | +95285.9% | 93,239 | +93139.0% | 3.99% | +79620.0% |
| Q1 2023 | $6,558 | -11.3% | 100 | -10.7% | 0.01% | -16.7% |
| Q4 2022 | $7,394 | -100.0% | 112 | -100.0% | 0.01% | -99.9% |
| Q4 2019 | $17,317,000 | +2.8% | 288,045 | -4.0% | 9.24% | -3.9% |
| Q2 2019 | $16,853,000 | +150.8% | 300,196 | +144.5% | 9.61% | +139.1% |
| Q1 2019 | $6,720,000 | +37.0% | 122,761 | +20.3% | 4.02% | +33.6% |
| Q4 2016 | $4,906,000 | +3065.2% | 102,023 | +2749.8% | 3.01% | +3206.6% |
| Q1 2016 | $155,000 | +1309.1% | 3,580 | +1245.9% | 0.09% | +1200.0% |
| Q4 2015 | $11,000 | +1000.0% | 266 | +1673.3% | 0.01% | +600.0% |
| Q1 2015 | $1,000 | -100.0% | 15 | -100.0% | 0.00% | -100.0% |
| Q4 2014 | $13,803,000 | +118.5% | 312,997 | +111.3% | 8.98% | +77.3% |
| Q3 2014 | $6,317,000 | -5.3% | 148,148 | -4.9% | 5.06% | -7.3% |
| Q2 2014 | $6,674,000 | +44393.3% | 155,831 | +43672.8% | 5.46% | +30222.2% |
| Q1 2014 | $15,000 | +7.1% | 356 | +5.6% | 0.02% | -10.0% |
| Q4 2013 | $14,000 | +16.7% | 337 | +4.7% | 0.02% | +81.8% |
| Q3 2013 | $12,000 | +9.1% | 322 | +9.9% | 0.01% | -47.6% |
| Q2 2013 | $11,000 | – | 293 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |