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 2023 | $5,704,114 | -6.4% | 88,491 | -2.5% | 0.70% | -3.2% |
| Q2 2023 | $6,091,524 | +0.2% | 90,796 | -2.1% | 0.72% | -6.1% |
| Q1 2023 | $6,081,908 | +0.5% | 92,740 | +1.2% | 0.77% | -5.1% |
| Q4 2022 | $6,051,067 | +12.9% | 91,655 | +0.0% | 0.81% | +4.8% |
| Q3 2022 | $5,360,000 | -10.4% | 91,610 | -4.4% | 0.77% | -5.9% |
| Q2 2022 | $5,979,000 | -9.5% | 95,792 | +3.6% | 0.82% | +3.4% |
| Q1 2022 | $6,603,000 | -2.3% | 92,496 | +0.3% | 0.79% | -1.1% |
| Q4 2021 | $6,755,000 | +6.5% | 92,257 | -1.8% | 0.80% | -0.4% |
| Q3 2021 | $6,340,000 | -2.6% | 93,958 | -1.4% | 0.80% | -1.8% |
| Q2 2021 | $6,512,000 | +13.8% | 95,248 | +8.7% | 0.82% | +6.9% |
| Q1 2021 | $5,722,000 | +3.0% | 87,659 | -6.0% | 0.77% | -0.9% |
| Q4 2020 | $5,554,000 | +10.0% | 93,290 | -3.6% | 0.77% | -3.7% |
| Q3 2020 | $5,051,000 | -1.4% | 96,780 | -5.4% | 0.80% | -8.4% |
| Q2 2020 | $5,124,000 | +3.6% | 102,252 | -8.5% | 0.88% | -15.2% |
| Q1 2020 | $4,945,000 | -25.3% | 111,708 | +1.5% | 1.04% | -12.8% |
| Q4 2019 | $6,620,000 | +12.7% | 110,111 | +6.3% | 1.19% | +6.2% |
| Q3 2019 | $5,876,000 | -1.6% | 103,555 | -2.6% | 1.12% | +1.6% |
| Q2 2019 | $5,970,000 | +1.0% | 106,322 | -1.6% | 1.10% | -4.9% |
| Q1 2019 | $5,910,000 | +16.5% | 107,996 | +4.8% | 1.16% | -1.2% |
| Q4 2018 | $5,074,000 | -6.4% | 103,044 | +6.6% | 1.17% | +1.7% |
| Q3 2018 | $5,421,000 | +11.1% | 96,691 | +5.2% | 1.15% | +4.4% |
| Q2 2018 | $4,879,000 | +18.6% | 91,905 | +17.9% | 1.10% | +13.3% |
| Q1 2018 | $4,115,000 | +31.3% | 77,970 | +36.0% | 0.97% | +25.5% |
| Q4 2017 | $3,135,000 | – | 57,327 | – | 0.78% | – |
Download | ||||||
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% |