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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,145,614 | -21.6% | 33,286 | -18.4% | 0.66% | -14.8% |
| Q2 2023 | $2,737,325 | -59.1% | 40,801 | -64.3% | 0.78% | -64.6% |
| Q3 2022 | $6,691,000 | -8.3% | 114,366 | -2.2% | 2.20% | -3.4% |
| Q2 2022 | $7,297,000 | -16.4% | 116,910 | -4.4% | 2.27% | -3.2% |
| Q1 2022 | $8,730,000 | +2.8% | 122,287 | +5.4% | 2.35% | +63.6% |
| Q4 2021 | $8,494,000 | +10.3% | 116,007 | +1.6% | 1.44% | -5.3% |
| Q3 2021 | $7,701,000 | +0.1% | 114,124 | +1.4% | 1.52% | -5.4% |
| Q2 2021 | $7,696,000 | +34.8% | 112,578 | +17.4% | 1.60% | +9.3% |
| Q4 2020 | $5,710,000 | +28.1% | 95,922 | +12.3% | 1.47% | +12.8% |
| Q3 2020 | $4,456,000 | +21.4% | 85,395 | +16.5% | 1.30% | +47.2% |
| Q2 2020 | $3,671,000 | +25.1% | 73,273 | +10.5% | 0.88% | -11.8% |
| Q1 2020 | $2,934,000 | -15.9% | 66,282 | +14.2% | 1.00% | +1.9% |
| Q4 2019 | $3,489,000 | – | 58,044 | – | 0.98% | – |
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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% |