SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $30,996 | +2.3% | 462 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,298 | +6.0% | 462 | +6.7% | 0.00% | 0.0% |
| Q4 2022 | $28,587 | -33.5% | 433 | -41.7% | 0.00% | -33.3% |
| Q3 2022 | $43,000 | +59.3% | 743 | +71.6% | 0.01% | +100.0% |
| Q2 2022 | $27,000 | -12.9% | 433 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | -3.1% | 433 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +10.3% | 433 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 433 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | -31.8% | 433 | -35.7% | 0.00% | -40.0% |
| Q1 2021 | $44,000 | +69.2% | 673 | +55.4% | 0.01% | +25.0% |
| Q4 2020 | $26,000 | +13.0% | 433 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +4.5% | 433 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $22,000 | +15.8% | 433 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -57.8% | 433 | -52.4% | 0.00% | -73.3% |
| Q4 2018 | $45,000 | -27.4% | 910 | -17.2% | 0.02% | -25.0% |
| Q3 2018 | $62,000 | +6.9% | 1,099 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $58,000 | – | 1,099 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |