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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $468 | -31.4% | 6,972 | -32.5% | 0.20% | -38.9% |
| Q4 2022 | $682 | -99.9% | 10,323 | +15.2% | 0.32% | +30.0% |
| Q3 2022 | $524,000 | -25.1% | 8,961 | -20.1% | 0.25% | -25.8% |
| Q2 2022 | $700,000 | -5.7% | 11,222 | +8.0% | 0.33% | +32.1% |
| Q1 2022 | $742,000 | +6.8% | 10,394 | +9.5% | 0.25% | +5.9% |
| Q4 2021 | $695,000 | +108.1% | 9,489 | +93.9% | 0.24% | +98.3% |
| Q3 2021 | $334,000 | -47.6% | 4,895 | -47.1% | 0.12% | -43.4% |
| Q2 2021 | $637,000 | +87.9% | 9,257 | +79.5% | 0.21% | +59.4% |
| Q1 2021 | $339,000 | +211.0% | 5,158 | +181.9% | 0.13% | +171.4% |
| Q4 2020 | $109,000 | – | 1,830 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |