SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 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 | $2,063 | -94.2% | 32 | -94.0% | 0.00% | -100.0% |
| Q2 2023 | $35,692 | +2.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,889 | -0.7% | 532 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35,123 | +13.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -59.7% | 532 | -57.0% | 0.00% | -60.0% |
| Q2 2022 | $77,000 | -12.5% | 1,237 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $88,000 | -2.2% | 1,237 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $90,000 | +11.1% | 1,226 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $81,000 | -1.2% | 1,205 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $82,000 | +3.8% | 1,205 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $79,000 | +9.7% | 1,205 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $72,000 | +94.6% | 1,205 | +70.9% | 0.01% | +62.5% |
| Q3 2020 | $37,000 | +19.4% | 705 | -0.7% | 0.01% | +60.0% |
| Q1 2020 | $31,000 | +29.2% | 710 | +73.2% | 0.01% | +66.7% |
| Q4 2019 | $24,000 | – | 410 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |