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 | $272,820 | -6.9% | 4,416 | 0.0% | 0.10% | -9.6% |
| Q1 2023 | $293,046 | +13.6% | 4,416 | 0.0% | 0.12% | -6.5% |
| Q3 2022 | $258,000 | -6.5% | 4,416 | 0.0% | 0.12% | -24.1% |
| Q2 2022 | $276,000 | -12.4% | 4,416 | 0.0% | 0.16% | +15.7% |
| Q1 2022 | $315,000 | -2.5% | 4,416 | 0.0% | 0.14% | -6.7% |
| Q4 2021 | $323,000 | +8.4% | 4,416 | 0.0% | 0.15% | +0.7% |
| Q3 2021 | $298,000 | +3.5% | 4,416 | 0.0% | 0.15% | +5.7% |
| Q1 2021 | $288,000 | +9.5% | 4,416 | 0.0% | 0.14% | -4.7% |
| Q4 2020 | $263,000 | +21.2% | 4,416 | +22.1% | 0.15% | -39.8% |
| Q4 2019 | $217,000 | +5.9% | 3,616 | 0.0% | 0.25% | -1.2% |
| Q3 2019 | $205,000 | +1.0% | 3,616 | 0.0% | 0.25% | +10.7% |
| Q2 2019 | $203,000 | +2.5% | 3,616 | 0.0% | 0.22% | +22.3% |
| Q1 2019 | $198,000 | +11.2% | 3,616 | 0.0% | 0.18% | -16.7% |
| Q4 2018 | $178,000 | – | 3,616 | – | 0.22% | – |
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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% |