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 | $237,431 | -3.9% | 3,683 | +0.1% | 0.06% | -3.0% |
| Q2 2023 | $246,940 | +2.4% | 3,681 | +0.1% | 0.07% | -6.9% |
| Q1 2023 | $241,218 | -3.2% | 3,678 | -2.6% | 0.07% | -12.2% |
| Q4 2022 | $249,276 | +0.5% | 3,776 | -10.9% | 0.08% | -7.9% |
| Q3 2022 | $248,000 | -13.3% | 4,238 | -7.4% | 0.09% | -9.2% |
| Q2 2022 | $286,000 | -4.3% | 4,575 | +9.3% | 0.10% | +8.9% |
| Q1 2022 | $299,000 | -0.7% | 4,184 | +1.6% | 0.09% | +1.1% |
| Q4 2021 | $301,000 | +14.9% | 4,117 | +6.1% | 0.09% | 0.0% |
| Q3 2021 | $262,000 | +4.8% | 3,881 | +6.0% | 0.09% | +2.3% |
| Q2 2021 | $250,000 | +6.4% | 3,663 | +1.7% | 0.09% | -4.4% |
| Q1 2021 | $235,000 | +16.3% | 3,602 | +5.9% | 0.09% | +7.1% |
| Q4 2020 | $202,000 | – | 3,401 | – | 0.08% | – |
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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% |