SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $281,504 | -2.5% | 3,800 | 0.0% | 0.10% | -6.5% |
| Q1 2024 | $288,724 | +8.4% | 3,800 | 0.0% | 0.11% | 0.0% |
| Q4 2023 | $266,380 | +8.7% | 3,800 | 0.0% | 0.11% | -0.9% |
| Q3 2023 | $244,948 | -3.9% | 3,800 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $254,942 | +2.3% | 3,800 | 0.0% | 0.11% | -1.8% |
| Q1 2023 | $249,204 | +99184.5% | 3,800 | 0.0% | 0.11% | -5.1% |
| Q4 2022 | $251 | -99.9% | 3,800 | -5.8% | 0.12% | -0.8% |
| Q3 2022 | $236,000 | -6.3% | 4,032 | 0.0% | 0.12% | -1.7% |
| Q2 2022 | $252,000 | -12.5% | 4,032 | 0.0% | 0.12% | +2.5% |
| Q1 2022 | $288,000 | -2.4% | 4,032 | 0.0% | 0.12% | +2.6% |
| Q4 2021 | $295,000 | +8.5% | 4,032 | 0.0% | 0.12% | -6.5% |
| Q3 2021 | $272,000 | -1.4% | 4,032 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $276,000 | +4.9% | 4,032 | 0.0% | 0.12% | -3.9% |
| Q1 2021 | $263,000 | +9.6% | 4,032 | 0.0% | 0.13% | +2.4% |
| Q4 2020 | $240,000 | – | 4,032 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |