SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45 | -62.2% | 700 | -60.4% | 0.01% | -60.0% |
| Q2 2023 | $119 | -99.6% | 1,768 | -99.6% | 0.02% | -99.7% |
| Q1 2023 | $31,238 | +0.3% | 476,340 | +1.0% | 6.03% | -5.4% |
| Q4 2022 | $31,131 | -99.9% | 471,536 | +0.2% | 6.37% | +1.0% |
| Q3 2022 | $27,546,000 | +4.7% | 470,798 | +11.8% | 6.31% | -1.2% |
| Q2 2022 | $26,297,000 | +33.3% | 421,288 | +52.5% | 6.38% | +49.2% |
| Q1 2022 | $19,723,000 | -0.8% | 276,272 | +1.8% | 4.28% | +1.5% |
| Q4 2021 | $19,874,000 | +13.6% | 271,424 | +4.7% | 4.21% | +4.3% |
| Q3 2021 | $17,488,000 | +54550.0% | 259,155 | +55393.6% | 4.04% | +50350.0% |
| Q2 2021 | $32,000 | -99.9% | 467 | -100.0% | 0.01% | -100.0% |
| Q4 2014 | $41,552,000 | +10.2% | 942,231 | +6.5% | 22.94% | -10.8% |
| Q3 2014 | $37,709,000 | – | 884,335 | – | 25.73% | – |
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% |