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 | $27,396 | -3.9% | 425 | 0.0% | 0.02% | +12.5% |
| Q2 2023 | $28,513 | +2.3% | 425 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $27,872 | -0.7% | 425 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $28,059 | +12.2% | 425 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $25,000 | -7.4% | 425 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $27,000 | -10.0% | 425 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $30,000 | -3.2% | 425 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 425 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $29,000 | 0.0% | 425 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 425 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $28,000 | +12.0% | 425 | 0.0% | 0.02% | +14.3% |
| Q4 2020 | $25,000 | +13.6% | 425 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 425 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +10.5% | 425 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | -53.7% | 425 | -37.7% | 0.01% | -46.2% |
| Q4 2019 | $41,000 | +5.1% | 682 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $39,000 | +2.6% | 682 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $38,000 | +2.7% | 682 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $37,000 | +8.8% | 682 | 0.0% | 0.03% | -3.6% |
| Q4 2018 | $34,000 | -10.5% | 682 | 0.0% | 0.03% | +7.7% |
| Q3 2018 | $38,000 | +5.6% | 682 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $36,000 | 0.0% | 682 | 0.0% | 0.03% | +8.0% |
| Q1 2018 | $36,000 | -2.7% | 682 | 0.0% | 0.02% | +4.2% |
| Q4 2017 | $37,000 | +5.7% | 682 | 0.0% | 0.02% | +4.3% |
| Q3 2017 | $35,000 | – | 682 | – | 0.02% | – |
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% |