SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,453,444 | -4.6% | 22,548 | -0.7% | 0.90% | -4.9% |
| Q2 2023 | $1,523,882 | +0.6% | 22,714 | -1.7% | 0.95% | -8.0% |
| Q1 2023 | $1,514,701 | -6.7% | 23,097 | -6.0% | 1.03% | -13.8% |
| Q4 2022 | $1,622,772 | +6.2% | 24,580 | -5.9% | 1.20% | -1.6% |
| Q3 2022 | $1,528,000 | -6.8% | 26,121 | -0.6% | 1.22% | -2.1% |
| Q2 2022 | $1,640,000 | -13.4% | 26,280 | -0.9% | 1.25% | -9.2% |
| Q1 2022 | $1,893,000 | -5.5% | 26,516 | -3.1% | 1.37% | +4.0% |
| Q4 2021 | $2,004,000 | +4.7% | 27,369 | -3.5% | 1.32% | +0.9% |
| Q3 2021 | $1,914,000 | -1.4% | 28,371 | -0.1% | 1.31% | -3.9% |
| Q2 2021 | $1,942,000 | +7.1% | 28,410 | +2.2% | 1.36% | -3.8% |
| Q1 2021 | $1,814,000 | +14.2% | 27,786 | +4.1% | 1.41% | -9.5% |
| Q4 2020 | $1,588,000 | +18.7% | 26,680 | +4.1% | 1.56% | +7.3% |
| Q3 2020 | $1,338,000 | +7.0% | 25,638 | +2.8% | 1.46% | +2.4% |
| Q2 2020 | $1,250,000 | +61.9% | 24,938 | +43.0% | 1.42% | +40.6% |
| Q1 2020 | $772,000 | -29.8% | 17,445 | -4.7% | 1.01% | -12.3% |
| Q4 2019 | $1,100,000 | +7.5% | 18,305 | +1.5% | 1.15% | +38.1% |
| Q3 2019 | $1,023,000 | +3.5% | 18,032 | +2.5% | 0.84% | +2.2% |
| Q2 2019 | $988,000 | +9.7% | 17,595 | +6.9% | 0.82% | +10.3% |
| Q1 2019 | $901,000 | +15.5% | 16,459 | +4.0% | 0.74% | +4.1% |
| Q4 2018 | $780,000 | -0.4% | 15,822 | +13.3% | 0.71% | +9.5% |
| Q3 2018 | $783,000 | +4.0% | 13,969 | -1.5% | 0.65% | +3.3% |
| Q2 2018 | $753,000 | +1.8% | 14,181 | +1.2% | 0.63% | -1.9% |
| Q1 2018 | $740,000 | +6.8% | 14,006 | +10.9% | 0.64% | +5.3% |
| Q4 2017 | $693,000 | +14.2% | 12,628 | +7.8% | 0.61% | +9.7% |
| Q3 2017 | $607,000 | +1.7% | 11,715 | -1.4% | 0.56% | -1.2% |
| Q2 2017 | $597,000 | +6.4% | 11,884 | +5.3% | 0.56% | +2.9% |
| Q1 2017 | $561,000 | +7.5% | 11,284 | +3.9% | 0.55% | +3.2% |
| Q4 2016 | $522,000 | – | 10,858 | – | 0.53% | – |
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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% |