SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,329,000 | +142649.7% | 19,807 | +39.5% | 0.07% | +2.8% |
| Q1 2023 | $931 | -37.7% | 14,194 | -37.3% | 0.07% | -25.8% |
| Q4 2022 | $1,495 | -99.9% | 22,649 | -9.1% | 0.10% | -34.0% |
| Q3 2022 | $1,457,000 | -84.9% | 24,908 | -81.1% | 0.15% | -73.4% |
| Q4 2021 | $9,640,000 | +14.1% | 131,643 | +5.1% | 0.55% | -3.2% |
| Q3 2021 | $8,450,000 | -11.7% | 125,224 | -10.6% | 0.57% | -9.9% |
| Q2 2021 | $9,572,000 | -13.1% | 140,008 | -12.4% | 0.63% | +65.1% |
| Q1 2021 | $11,020,000 | +41.9% | 159,759 | +22.5% | 0.38% | +15.7% |
| Q4 2020 | $7,766,000 | +374.7% | 130,461 | +316.1% | 0.33% | +304.9% |
| Q3 2020 | $1,636,000 | +123.8% | 31,351 | +115.0% | 0.08% | +105.0% |
| Q2 2020 | $731,000 | +901.4% | 14,580 | +785.2% | 0.04% | +700.0% |
| Q1 2020 | $73,000 | -87.8% | 1,647 | -83.5% | 0.01% | -89.1% |
| Q4 2019 | $599,000 | +36.8% | 9,957 | +28.9% | 0.05% | +27.8% |
| Q3 2019 | $438,000 | – | 7,722 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |