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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,625,328 | -4.9% | 102,782 | -1.0% | 1.00% | -4.9% |
Q2 2023 | $6,963,405 | +4.5% | 103,792 | +2.1% | 1.05% | -2.3% |
Q1 2023 | $6,665,682 | +1.1% | 101,642 | +1.8% | 1.07% | -14.9% |
Q4 2022 | $6,591,635 | +11.6% | 99,843 | -1.1% | 1.26% | +7.7% |
Q3 2022 | $5,909,000 | -12.0% | 100,987 | -6.2% | 1.17% | -11.9% |
Q2 2022 | $6,717,000 | -12.3% | 107,609 | +0.4% | 1.33% | +8.6% |
Q1 2022 | $7,655,000 | +17297.7% | 107,230 | +16576.5% | 1.23% | +17414.3% |
Q2 2021 | $44,000 | +29.4% | 643 | +22.5% | 0.01% | +16.7% |
Q1 2021 | $34,000 | – | 525 | – | 0.01% | – |
Download |
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% |