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 | $1,479,293 | -10.1% | 22,949 | -6.4% | 0.62% | -4.6% |
| Q2 2023 | $1,645,191 | -0.5% | 24,521 | -2.8% | 0.65% | +6.3% |
| Q1 2023 | $1,653,731 | -3.4% | 25,216 | -2.7% | 0.62% | -6.4% |
| Q4 2022 | $1,711,304 | +8.2% | 25,921 | -4.2% | 0.66% | +1.4% |
| Q3 2022 | $1,582,000 | -8.1% | 27,045 | -2.0% | 0.65% | -0.9% |
| Q2 2022 | $1,722,000 | -20.2% | 27,588 | -8.7% | 0.65% | -11.3% |
| Q1 2022 | $2,158,000 | -7.9% | 30,233 | -5.5% | 0.74% | -6.2% |
| Q4 2021 | $2,342,000 | -6.2% | 31,987 | -13.6% | 0.79% | -4.7% |
| Q3 2021 | $2,497,000 | -9.2% | 37,004 | -8.0% | 0.82% | -3.6% |
| Q2 2021 | $2,751,000 | -6.3% | 40,235 | -10.5% | 0.86% | -6.3% |
| Q1 2021 | $2,935,000 | -4.6% | 44,958 | -13.0% | 0.91% | -3.3% |
| Q4 2020 | $3,078,000 | -25.6% | 51,698 | -34.8% | 0.94% | -25.2% |
| Q3 2020 | $4,137,000 | -19.5% | 79,261 | -22.7% | 1.26% | -9.8% |
| Q2 2020 | $5,138,000 | +7.9% | 102,530 | -4.7% | 1.40% | +1.5% |
| Q1 2020 | $4,762,000 | -19.3% | 107,556 | +9.6% | 1.38% | +5.7% |
| Q4 2019 | $5,899,000 | +5.0% | 98,113 | -0.9% | 1.30% | -7.6% |
| Q3 2019 | $5,619,000 | -3.8% | 99,045 | -4.8% | 1.41% | +12.6% |
| Q2 2019 | $5,842,000 | -1.7% | 104,066 | -4.2% | 1.25% | -3.6% |
| Q1 2019 | $5,943,000 | +14.6% | 108,572 | +3.2% | 1.30% | +10.1% |
| Q4 2018 | $5,184,000 | -0.3% | 105,182 | +13.4% | 1.18% | -8.3% |
| Q3 2018 | $5,201,000 | +2.2% | 92,746 | -3.2% | 1.29% | -2.6% |
| Q2 2018 | $5,088,000 | – | 95,785 | – | 1.32% | – |
Download | ||||||
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% |