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 | $337,577 | -3.9% | 5,237 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $351,350 | +38.6% | 5,237 | +35.5% | 0.02% | +25.0% |
Q1 2023 | $253,499 | -26.5% | 3,865 | -26.1% | 0.01% | -89.9% |
Q4 2022 | $345,078 | +29.7% | 5,227 | +15.2% | 0.12% | +643.8% |
Q3 2022 | $266,000 | +32.3% | 4,539 | +65.3% | 0.02% | +60.0% |
Q4 2021 | $201,000 | -91.2% | 2,746 | -92.8% | 0.01% | -90.0% |
Q4 2019 | $2,283,000 | +565.6% | 37,969 | +505.8% | 0.10% | +108.3% |
Q1 2019 | $343,000 | +47.2% | 6,268 | +42.2% | 0.05% | +17.1% |
Q4 2018 | $233,000 | – | 4,409 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |