SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $211,593 | -48.6% | 2,785 | -52.5% | 0.02% | -53.7% |
| Q4 2023 | $411,275 | +22.6% | 5,867 | +17.3% | 0.05% | +12.5% |
| Q2 2023 | $335,545 | +52.9% | 5,001 | +49.5% | 0.05% | +45.5% |
| Q1 2023 | $219,398 | -73.4% | 3,346 | -73.2% | 0.03% | -75.4% |
| Q4 2022 | $824,829 | +30.9% | 12,494 | +16.0% | 0.13% | +11.7% |
| Q3 2022 | $630,000 | +110.0% | 10,769 | +124.4% | 0.12% | +118.2% |
| Q2 2022 | $300,000 | -23.7% | 4,800 | -12.8% | 0.06% | -16.7% |
| Q1 2022 | $393,000 | +37.4% | 5,503 | +41.1% | 0.07% | +22.2% |
| Q4 2021 | $286,000 | -27.2% | 3,900 | -33.0% | 0.05% | -34.9% |
| Q3 2021 | $393,000 | – | 5,821 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |