SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,342,171 | -77.3% | 20,822 | -78.7% | 0.06% | -53.8% |
| Q2 2023 | $5,920,552 | +201.3% | 97,868 | +168.5% | 0.13% | +51.2% |
| Q1 2023 | $1,964,857 | +21606.3% | 36,452 | -78.2% | 0.09% | -64.5% |
| Q4 2022 | $9,052 | -99.8% | 167,416 | +71.1% | 0.24% | +75.4% |
| Q3 2022 | $5,309,000 | +19.6% | 97,848 | +19.3% | 0.14% | -1.4% |
| Q2 2022 | $4,439,000 | -29.2% | 82,033 | -29.2% | 0.14% | +79.5% |
| Q1 2022 | $6,267,000 | +163.0% | 115,893 | +256.9% | 0.08% | +66.0% |
| Q4 2021 | $2,383,000 | +14.5% | 32,470 | +5.4% | 0.05% | +11.9% |
| Q3 2021 | $2,082,000 | +16.1% | 30,811 | +17.4% | 0.04% | +13.5% |
| Q2 2021 | $1,794,000 | -4.9% | 26,251 | -9.1% | 0.04% | 0.0% |
| Q1 2021 | $1,886,000 | -51.9% | 28,883 | -56.2% | 0.04% | -76.7% |
| Q4 2020 | $3,923,000 | +20.2% | 65,952 | +5.4% | 0.16% | -18.5% |
| Q3 2020 | $3,263,000 | +24.0% | 62,589 | +17.7% | 0.20% | -6.7% |
| Q2 2020 | $2,631,000 | -4.8% | 53,172 | -13.9% | 0.21% | -25.1% |
| Q1 2020 | $2,765,000 | -36.0% | 61,788 | -13.9% | 0.28% | -13.9% |
| Q4 2019 | $4,317,000 | +21.7% | 71,798 | +14.9% | 0.32% | +36.1% |
| Q3 2019 | $3,546,000 | +53.8% | 62,493 | +32.5% | 0.24% | +68.8% |
| Q4 2018 | $2,306,000 | -2.8% | 47,172 | +11.5% | 0.14% | +45.4% |
| Q3 2018 | $2,373,000 | +381.3% | 42,322 | +355.8% | 0.10% | +361.9% |
| Q2 2018 | $493,000 | +13.9% | 9,285 | +17.2% | 0.02% | +5.0% |
| Q1 2018 | $433,000 | 0.0% | 7,921 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $433,000 | +2.6% | 7,921 | -2.6% | 0.02% | +17.6% |
| Q3 2017 | $422,000 | +28.7% | 8,136 | +24.3% | 0.02% | +21.4% |
| Q2 2017 | $328,000 | +25.7% | 6,543 | +24.3% | 0.01% | +27.3% |
| Q1 2017 | $261,000 | +153.4% | 5,263 | +144.9% | 0.01% | +120.0% |
| Q4 2016 | $103,000 | -24.3% | 2,149 | -27.8% | 0.01% | -28.6% |
| Q3 2016 | $136,000 | +36.0% | 2,978 | +33.1% | 0.01% | +16.7% |
| Q2 2016 | $100,000 | +75.4% | 2,238 | +67.9% | 0.01% | +50.0% |
| Q4 2015 | $57,000 | – | 1,333 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |