SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,311,323 | +1579.2% | 190,992 | +1647.7% | 2.44% | +1617.6% |
| Q2 2023 | $733,158 | -10.7% | 10,928 | -12.8% | 0.14% | -17.0% |
| Q1 2023 | $821,461 | -93.4% | 12,526 | -93.3% | 0.17% | -94.0% |
| Q4 2022 | $12,414,479 | +1836.7% | 188,041 | +1615.7% | 2.85% | +1773.0% |
| Q3 2022 | $641,000 | -16.2% | 10,960 | -5.0% | 0.15% | -5.6% |
| Q2 2022 | $765,000 | -95.3% | 11,536 | -95.0% | 0.16% | -95.3% |
| Q1 2022 | $16,397,000 | -3.9% | 229,682 | -3.7% | 3.40% | -4.6% |
| Q4 2021 | $17,069,000 | +2964.5% | 238,489 | +2787.6% | 3.57% | +2733.3% |
| Q3 2021 | $557,000 | +74.6% | 8,259 | +76.8% | 0.13% | +72.6% |
| Q2 2021 | $319,000 | -96.5% | 4,671 | -96.8% | 0.07% | -96.8% |
| Q4 2020 | $9,061,000 | +2.9% | 144,820 | -6.7% | 2.30% | -39.2% |
| Q3 2019 | $8,807,000 | +2968.6% | 155,240 | +2804.9% | 3.78% | +2826.4% |
| Q4 2018 | $287,000 | – | 5,344 | – | 0.13% | – |
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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% |