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 | $3,985,699 | -2.7% | 61,832 | +1.3% | 0.46% | -1.3% |
| Q2 2023 | $4,096,266 | +4.7% | 61,056 | +2.3% | 0.47% | +3.3% |
| Q1 2023 | $3,912,489 | +0.4% | 59,660 | +1.1% | 0.45% | +0.2% |
| Q4 2022 | $3,895,877 | +13.3% | 59,011 | +0.4% | 0.45% | +3.2% |
| Q3 2022 | $3,440,000 | -6.5% | 58,801 | -0.3% | 0.44% | -2.0% |
| Q2 2022 | $3,681,000 | -11.8% | 58,975 | +0.8% | 0.45% | -1.5% |
| Q1 2022 | $4,175,000 | -2.6% | 58,478 | -0.1% | 0.45% | +5.6% |
| Q4 2021 | $4,285,000 | +14.6% | 58,526 | +5.6% | 0.43% | -42.3% |
| Q3 2021 | $3,739,000 | +5.7% | 55,406 | +7.1% | 0.74% | +6.4% |
| Q2 2021 | $3,538,000 | +7.2% | 51,751 | +2.4% | 0.70% | +0.7% |
| Q1 2021 | $3,300,000 | +14.4% | 50,545 | +4.3% | 0.69% | +7.4% |
| Q4 2020 | $2,885,000 | +27.0% | 48,456 | +11.3% | 0.65% | +13.5% |
| Q3 2020 | $2,271,000 | +34.5% | 43,519 | +29.1% | 0.57% | +25.1% |
| Q2 2020 | $1,689,000 | +50.5% | 33,707 | +33.0% | 0.46% | +30.7% |
| Q1 2020 | $1,122,000 | -2.4% | 25,335 | +32.5% | 0.35% | +17.2% |
| Q4 2019 | $1,150,000 | +44.5% | 19,123 | +36.3% | 0.30% | +32.0% |
| Q3 2019 | $796,000 | +170.7% | 14,034 | +167.8% | 0.22% | +164.7% |
| Q2 2019 | $294,000 | – | 5,241 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |