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 | $7,314,804 | +56.8% | 113,478 | +63.2% | 0.45% | +14.0% |
| Q2 2023 | $4,665,339 | +4.2% | 69,539 | +1.9% | 0.39% | +0.8% |
| Q1 2023 | $4,476,141 | +1.4% | 68,255 | +2.1% | 0.39% | -9.7% |
| Q4 2022 | $4,415,095 | +8.7% | 66,875 | -3.7% | 0.43% | -1.1% |
| Q3 2022 | $4,061,000 | -43.5% | 69,410 | -39.7% | 0.44% | -25.7% |
| Q2 2022 | $7,191,000 | +1332.5% | 115,199 | +1539.4% | 0.59% | +969.1% |
| Q1 2022 | $502,000 | +74.9% | 7,027 | +79.2% | 0.06% | +77.4% |
| Q4 2021 | $287,000 | +23.7% | 3,922 | +14.0% | 0.03% | +6.9% |
| Q3 2021 | $232,000 | +0.9% | 3,439 | +2.4% | 0.03% | 0.0% |
| Q2 2021 | $230,000 | -0.9% | 3,360 | -5.3% | 0.03% | -14.7% |
| Q1 2021 | $232,000 | +8.9% | 3,547 | -0.9% | 0.03% | 0.0% |
| Q4 2020 | $213,000 | -72.4% | 3,579 | +159.9% | 0.03% | +9.7% |
| Q2 2019 | $773,000 | – | 1,377 | – | 0.03% | – |
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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% |