SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |