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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,142,265 | -19.1% | 126,315 | -15.8% | 2.27% | -13.1% |
| Q2 2023 | $10,059,475 | -6.2% | 149,940 | -8.3% | 2.61% | -6.1% |
| Q1 2023 | $10,718,985 | -21.9% | 163,449 | -21.4% | 2.78% | -24.6% |
| Q4 2022 | $13,720,673 | -8.4% | 207,826 | -18.8% | 3.69% | -13.5% |
| Q3 2022 | $14,982,000 | +1.1% | 256,053 | +7.8% | 4.26% | +6.7% |
| Q2 2022 | $14,820,000 | -19.3% | 237,418 | -7.7% | 3.99% | -7.7% |
| Q1 2022 | $18,366,000 | -2.7% | 257,259 | -0.2% | 4.32% | -0.1% |
| Q4 2021 | $18,872,000 | +4.9% | 257,741 | -3.3% | 4.33% | +5.0% |
| Q3 2021 | $17,988,000 | -1.8% | 266,574 | -0.5% | 4.12% | -3.8% |
| Q2 2021 | $18,314,000 | +47.8% | 267,860 | +41.1% | 4.29% | +42.4% |
| Q1 2021 | $12,395,000 | +81.2% | 189,882 | +65.2% | 3.01% | +73.1% |
| Q4 2020 | $6,842,000 | +13.3% | 114,929 | -0.7% | 1.74% | +3.5% |
| Q3 2020 | $6,038,000 | -20.3% | 115,698 | -23.4% | 1.68% | -26.0% |
| Q2 2020 | $7,573,000 | +194.7% | 151,121 | +160.3% | 2.27% | +126.8% |
| Q1 2020 | $2,570,000 | – | 58,064 | – | 1.00% | – |
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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% |