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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,513,349 | +1.0% | 22,557 | -1.2% | 3.25% | +8.2% |
| Q1 2023 | $1,497,650 | -18.1% | 22,837 | -17.5% | 3.00% | -27.1% |
| Q4 2022 | $1,827,764 | +6.9% | 27,685 | -0.2% | 4.12% | -2.4% |
| Q3 2022 | $1,709,000 | +8.2% | 27,741 | +13.1% | 4.22% | +98.8% |
| Q2 2022 | $1,580,000 | +54.4% | 24,523 | +63.3% | 2.12% | +203.1% |
| Q1 2022 | $1,023,000 | -30.8% | 15,018 | -30.4% | 0.70% | +52.2% |
| Q1 2021 | $1,478,000 | +106.7% | 21,578 | +79.5% | 0.46% | +50.8% |
| Q4 2020 | $715,000 | +4.2% | 12,023 | -1.4% | 0.30% | -0.3% |
| Q3 2020 | $686,000 | +4.7% | 12,191 | +0.4% | 0.31% | +10.9% |
| Q2 2020 | $655,000 | +6.3% | 12,145 | -4.8% | 0.28% | +0.4% |
| Q1 2020 | $616,000 | -69.5% | 12,756 | -61.5% | 0.28% | -62.6% |
| Q4 2019 | $2,017,000 | +58.9% | 33,116 | +52.7% | 0.74% | +45.3% |
| Q3 2019 | $1,269,000 | +65.9% | 21,687 | +60.1% | 0.51% | +45.4% |
| Q2 2019 | $765,000 | – | 13,545 | – | 0.35% | – |
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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% |