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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,302,941 | -15.1% | 252,916 | -11.6% | 0.12% | -9.5% |
| Q2 2023 | $19,197,468 | -16.6% | 286,145 | -18.5% | 0.14% | -38.8% |
| Q1 2023 | $23,025,609 | +5822.3% | 351,107 | +5862.1% | 0.22% | +4380.0% |
| Q4 2022 | $388,792 | +1.8% | 5,889 | -0.1% | 0.01% | 0.0% |
| Q3 2022 | $382,000 | -3.5% | 5,896 | -7.1% | 0.01% | 0.0% |
| Q2 2022 | $396,000 | -14.3% | 6,346 | -2.1% | 0.01% | 0.0% |
| Q1 2022 | $462,000 | -0.2% | 6,482 | +2.3% | 0.01% | 0.0% |
| Q4 2021 | $463,000 | +72.1% | 6,339 | +61.3% | 0.01% | +25.0% |
| Q3 2021 | $269,000 | -0.7% | 3,931 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $271,000 | +4.6% | 3,966 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $259,000 | +29.5% | 3,965 | +17.5% | 0.00% | 0.0% |
| Q4 2020 | $200,000 | – | 3,374 | – | 0.00% | – |
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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% |