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 | $2,953,479 | -1.6% | 45,819 | +2.4% | 1.64% | -5.3% |
| Q2 2023 | $3,002,849 | -42.4% | 44,759 | -43.7% | 1.73% | -46.0% |
| Q1 2023 | $5,213,348 | +3.5% | 79,496 | +4.2% | 3.19% | -8.2% |
| Q4 2022 | $5,036,534 | +8.9% | 76,288 | -3.4% | 3.48% | +5.0% |
| Q3 2022 | $4,623,000 | -5.3% | 79,008 | +1.0% | 3.32% | -1.1% |
| Q2 2022 | $4,884,000 | +22.5% | 78,245 | +40.1% | 3.35% | +36.1% |
| Q1 2022 | $3,986,000 | +6.0% | 55,832 | +8.7% | 2.46% | +4.7% |
| Q4 2021 | $3,762,000 | – | 51,373 | – | 2.35% | – |
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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% |