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 | $210,140 | +1522.3% | 3,260 | +1348.9% | 0.00% | – |
Q2 2023 | $12,953 | -61.0% | 225 | -55.5% | 0.00% | – |
Q1 2023 | $33,183 | -89.9% | 506 | -89.8% | 0.00% | -100.0% |
Q4 2022 | $328,846 | +27.5% | 4,981 | +12.9% | 0.00% | 0.0% |
Q3 2022 | $258,000 | +66.5% | 4,411 | +77.1% | 0.00% | +100.0% |
Q2 2022 | $155,000 | -32.9% | 2,491 | -23.2% | 0.00% | -50.0% |
Q1 2022 | $231,000 | +1115.8% | 3,242 | +1041.5% | 0.00% | – |
Q3 2021 | $19,000 | -84.7% | 284 | -84.3% | 0.00% | -100.0% |
Q2 2021 | $124,000 | – | 1,808 | – | 0.00% | – |
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% |