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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $944,660 | -8.0% | 14,655 | -4.2% | 0.39% | -2.7% |
| Q2 2023 | $1,026,812 | -12.5% | 15,305 | -14.5% | 0.40% | -17.3% |
| Q1 2023 | $1,173,881 | -0.6% | 17,900 | +0.1% | 0.49% | -5.2% |
| Q4 2022 | $1,180,437 | +18.9% | 17,880 | +5.4% | 0.52% | +14.1% |
| Q3 2022 | $993,000 | -37.0% | 16,970 | -32.8% | 0.45% | -32.8% |
| Q2 2022 | $1,576,000 | -10.3% | 25,252 | +2.6% | 0.67% | +5.6% |
| Q1 2022 | $1,756,000 | -0.5% | 24,602 | +2.1% | 0.64% | +7.4% |
| Q4 2021 | $1,765,000 | +4.9% | 24,107 | -3.3% | 0.59% | -1.2% |
| Q3 2021 | $1,682,000 | +4.4% | 24,932 | +5.8% | 0.60% | +14.9% |
| Q2 2021 | $1,611,000 | +16.7% | 23,567 | +11.4% | 0.52% | +13.2% |
| Q1 2021 | $1,380,000 | +4.1% | 21,147 | -5.1% | 0.46% | +2.2% |
| Q4 2020 | $1,326,000 | +17.1% | 22,272 | +2.7% | 0.45% | +6.9% |
| Q3 2020 | $1,132,000 | +10.1% | 21,687 | +5.7% | 0.42% | +3.4% |
| Q2 2020 | $1,028,000 | +25.7% | 20,522 | +11.1% | 0.41% | +8.2% |
| Q1 2020 | $818,000 | -12.3% | 18,477 | +19.1% | 0.38% | +5.0% |
| Q4 2019 | $933,000 | +114.5% | 15,520 | +102.3% | 0.36% | +103.4% |
| Q3 2019 | $435,000 | +9.3% | 7,670 | +8.2% | 0.18% | +6.6% |
| Q2 2019 | $398,000 | +9.6% | 7,090 | +6.8% | 0.17% | +3.8% |
| Q1 2019 | $363,000 | +39.6% | 6,640 | +25.6% | 0.16% | +24.0% |
| Q4 2018 | $260,000 | -13.6% | 5,285 | -1.7% | 0.13% | -3.7% |
| Q3 2018 | $301,000 | +5.6% | 5,375 | +0.2% | 0.13% | +2.3% |
| Q2 2018 | $285,000 | -12.3% | 5,365 | -12.7% | 0.13% | -12.7% |
| Q1 2018 | $325,000 | – | 6,145 | – | 0.15% | – |
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% |