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 | $1,857,527 | +94.4% | 28,817 | +102.3% | 0.05% | +100.0% |
| Q2 2023 | $955,514 | +7.4% | 14,242 | +5.0% | 0.02% | 0.0% |
| Q1 2023 | $889,301 | -7.6% | 13,561 | -7.0% | 0.02% | -16.7% |
| Q4 2022 | $962,474 | +17.2% | 14,579 | +3.9% | 0.03% | +3.4% |
| Q3 2022 | $821,000 | +32.2% | 14,026 | +40.9% | 0.03% | +38.1% |
| Q2 2022 | $621,000 | -4.9% | 9,954 | +8.8% | 0.02% | +10.5% |
| Q1 2022 | $653,000 | +0.2% | 9,145 | +2.7% | 0.02% | 0.0% |
| Q4 2021 | $652,000 | +6.5% | 8,907 | -1.9% | 0.02% | 0.0% |
| Q3 2021 | $612,000 | +5.2% | 9,077 | +6.6% | 0.02% | +5.6% |
| Q2 2021 | $582,000 | +4.7% | 8,512 | -0.0% | 0.02% | -14.3% |
| Q1 2021 | $556,000 | +9.9% | 8,515 | +0.2% | 0.02% | +5.0% |
| Q4 2020 | $506,000 | +77.5% | 8,496 | +55.7% | 0.02% | +53.8% |
| Q3 2020 | $285,000 | -14.9% | 5,456 | -18.5% | 0.01% | -27.8% |
| Q2 2020 | $335,000 | -43.9% | 6,692 | -50.4% | 0.02% | -53.8% |
| Q1 2020 | $597,000 | -23.9% | 13,480 | +3.3% | 0.04% | -4.9% |
| Q4 2019 | $784,000 | +50.5% | 13,046 | +40.5% | 0.04% | +28.1% |
| Q3 2019 | $521,000 | 0.0% | 9,284 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $521,000 | +3.4% | 9,284 | +0.8% | 0.03% | -8.6% |
| Q1 2019 | $504,000 | +88.8% | 9,207 | +69.7% | 0.04% | +52.2% |
| Q4 2018 | $267,000 | -37.9% | 5,427 | -29.3% | 0.02% | -25.8% |
| Q3 2018 | $430,000 | +16.5% | 7,674 | +15.4% | 0.03% | +10.7% |
| Q2 2018 | $369,000 | +100.5% | 6,650 | +91.4% | 0.03% | +86.7% |
| Q1 2018 | $184,000 | -3.2% | 3,475 | 0.0% | 0.02% | -11.8% |
| Q4 2017 | $190,000 | +5.6% | 3,475 | -0.2% | 0.02% | -19.0% |
| Q3 2017 | $180,000 | +24.1% | 3,483 | +20.8% | 0.02% | +10.5% |
| Q2 2017 | $145,000 | – | 2,883 | +35937.5% | 0.02% | – |
| Q1 2017 | $0 | -100.0% | 8 | -57.9% | 0.00% | – |
| Q3 2016 | $1,000 | – | 19 | +72.7% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 11 | -73.8% | 0.00% | -100.0% |
| Q1 2015 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | -50.0% | 42 | -58.0% | 0.00% | -50.0% |
| Q4 2013 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |