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 | $563,703 | -3.3% | 8,745 | +0.6% | 0.13% | -1.5% |
| Q2 2023 | $583,214 | +3.6% | 8,693 | +1.3% | 0.13% | -1.5% |
| Q1 2023 | $562,742 | +5.4% | 8,581 | +6.1% | 0.13% | -5.0% |
| Q4 2022 | $534,102 | -0.7% | 8,090 | -12.0% | 0.14% | -4.1% |
| Q3 2022 | $538,000 | -12.7% | 9,193 | -6.9% | 0.14% | +0.7% |
| Q2 2022 | $616,000 | -16.9% | 9,874 | -4.9% | 0.14% | -4.6% |
| Q1 2022 | $741,000 | -12.9% | 10,381 | -10.6% | 0.15% | -12.7% |
| Q4 2021 | $851,000 | -2.7% | 11,616 | -10.5% | 0.17% | -8.9% |
| Q3 2021 | $875,000 | -6.8% | 12,974 | -5.5% | 0.19% | -10.4% |
| Q2 2021 | $939,000 | +4.0% | 13,728 | -0.8% | 0.21% | -3.2% |
| Q1 2021 | $903,000 | +10.5% | 13,837 | +0.9% | 0.22% | +6.3% |
| Q4 2020 | $817,000 | +14.4% | 13,718 | +0.3% | 0.21% | +2.5% |
| Q3 2020 | $714,000 | +6.4% | 13,682 | +2.2% | 0.20% | -5.2% |
| Q2 2020 | $671,000 | – | 13,394 | – | 0.21% | – |
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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% |