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 | $448,191 | -2.0% | 6,953 | +2.0% | 0.04% | -2.7% |
| Q2 2023 | $457,487 | +2.3% | 6,819 | 0.0% | 0.04% | -5.1% |
| Q1 2023 | $447,191 | +1.7% | 6,819 | +2.4% | 0.04% | 0.0% |
| Q4 2022 | $439,759 | +10.8% | 6,661 | -1.8% | 0.04% | 0.0% |
| Q3 2022 | $397,000 | -5.7% | 6,781 | +0.6% | 0.04% | -4.9% |
| Q2 2022 | $421,000 | -12.5% | 6,741 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $481,000 | -5.7% | 6,741 | -3.3% | 0.04% | -6.8% |
| Q4 2021 | $510,000 | +8.5% | 6,971 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $470,000 | +23.7% | 6,971 | +25.5% | 0.04% | +22.2% |
| Q2 2021 | $380,000 | -3.6% | 5,553 | -8.0% | 0.04% | -12.2% |
| Q1 2021 | $394,000 | +21.6% | 6,038 | +10.8% | 0.04% | +10.8% |
| Q4 2020 | $324,000 | +14.1% | 5,449 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $284,000 | +34.0% | 5,449 | +29.0% | 0.04% | +18.8% |
| Q2 2020 | $212,000 | – | 4,224 | – | 0.03% | – |
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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% |