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 | $22,076,581 | +4.1% | 329,059 | +1.7% | 6.10% | -0.2% |
| Q1 2023 | $21,215,191 | +4.7% | 323,501 | +5.4% | 6.11% | -1.0% |
| Q4 2022 | $20,256,073 | +18.1% | 306,817 | +4.6% | 6.17% | +9.7% |
| Q3 2022 | $17,156,000 | -4.0% | 293,209 | +2.7% | 5.63% | +1.6% |
| Q2 2022 | $17,876,000 | -5.3% | 285,423 | +8.1% | 5.54% | +7.0% |
| Q1 2022 | $18,879,000 | +8.7% | 264,115 | +11.4% | 5.18% | +10.9% |
| Q4 2021 | $17,367,000 | +6931.2% | 237,189 | +6477.6% | 4.66% | +6470.4% |
| Q3 2021 | $247,000 | +16.0% | 3,606 | +15.7% | 0.07% | +16.4% |
| Q2 2021 | $213,000 | – | 3,118 | – | 0.06% | – |
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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% |