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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $105,000 | -13.2% | 1,690 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $121,000 | -2.4% | 1,690 | 0.0% | 0.06% | -13.9% |
| Q4 2021 | $124,000 | -22.5% | 1,690 | -28.6% | 0.07% | -1.4% |
| Q3 2021 | $160,000 | -1.2% | 2,366 | 0.0% | 0.07% | +2.8% |
| Q2 2021 | $162,000 | +5.2% | 2,366 | 0.0% | 0.07% | +7.6% |
| Q1 2021 | $154,000 | +9.2% | 2,366 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $141,000 | +11.9% | 2,366 | -1.6% | 0.07% | -10.8% |
| Q3 2020 | $126,000 | +4.1% | 2,405 | 0.0% | 0.07% | -2.6% |
| Q2 2020 | $121,000 | -35.6% | 2,405 | -43.3% | 0.08% | -44.1% |
| Q1 2020 | $188,000 | -91.2% | 4,245 | -88.0% | 0.14% | -86.7% |
| Q4 2019 | $2,129,000 | +8.1% | 35,415 | +2.0% | 1.02% | -6.8% |
| Q3 2019 | $1,969,000 | +69.4% | 34,706 | +67.7% | 1.09% | +61.4% |
| Q2 2019 | $1,162,000 | +7.9% | 20,694 | +5.2% | 0.68% | +2.4% |
| Q1 2019 | $1,077,000 | +13.7% | 19,668 | +2.4% | 0.66% | -3.9% |
| Q4 2018 | $947,000 | -14.5% | 19,209 | -2.7% | 0.69% | -5.0% |
| Q3 2018 | $1,107,000 | +21.2% | 19,746 | +14.9% | 0.72% | +6.5% |
| Q2 2018 | $913,000 | +19.3% | 17,187 | +18.6% | 0.68% | +16.6% |
| Q1 2018 | $765,000 | -1.4% | 14,487 | +2.1% | 0.58% | +2.1% |
| Q4 2017 | $776,000 | +7.5% | 14,187 | +1.9% | 0.57% | -1.2% |
| Q3 2017 | $722,000 | +12.6% | 13,927 | +9.1% | 0.58% | +9.1% |
| Q2 2017 | $641,000 | +10.5% | 12,767 | +9.4% | 0.53% | +6.0% |
| Q1 2017 | $580,000 | – | 11,667 | – | 0.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |