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 | $302,125 | -24.3% | 4,687 | -21.2% | 0.03% | -17.6% |
| Q2 2023 | $398,849 | +2.3% | 5,945 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $389,873 | -4.3% | 5,945 | -0.1% | 0.03% | -2.9% |
| Q4 2022 | $407,184 | +24.1% | 5,953 | +6.1% | 0.04% | +2.9% |
| Q3 2022 | $328,000 | -6.3% | 5,609 | -0.2% | 0.03% | 0.0% |
| Q2 2022 | $350,000 | +3.6% | 5,620 | +18.5% | 0.03% | +17.2% |
| Q1 2022 | $338,000 | +0.3% | 4,742 | +2.9% | 0.03% | 0.0% |
| Q4 2021 | $337,000 | +7.0% | 4,608 | -1.5% | 0.03% | +3.6% |
| Q3 2021 | $315,000 | -38.6% | 4,678 | -37.7% | 0.03% | -41.7% |
| Q2 2021 | $513,000 | +5.6% | 7,503 | +0.6% | 0.05% | 0.0% |
| Q1 2021 | $486,000 | +117.0% | 7,458 | +73.5% | 0.05% | +77.8% |
| Q3 2020 | $224,000 | -99.9% | 4,298 | +4.9% | 0.03% | +3.8% |
| Q2 2020 | $205,366,000 | +86188.2% | 4,098 | +3.2% | 0.03% | -16.1% |
| Q4 2019 | $238,000 | +7.7% | 3,970 | -0.4% | 0.03% | 0.0% |
| Q3 2019 | $221,000 | +10.0% | 3,986 | +8.3% | 0.03% | +3.3% |
| Q1 2019 | $201,000 | – | 3,681 | – | 0.03% | – |
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% |