SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,682,006 | +4.9% | 25,997 | +8.7% | 0.53% | +3.5% |
| Q2 2023 | $1,604,189 | -3.6% | 23,911 | -5.8% | 0.51% | -20.0% |
| Q1 2023 | $1,664,879 | +3.6% | 25,387 | +4.3% | 0.64% | -4.0% |
| Q4 2022 | $1,607,389 | +17.6% | 24,347 | +4.2% | 0.67% | +7.7% |
| Q3 2022 | $1,367,000 | -6.2% | 23,372 | +0.1% | 0.62% | +1.5% |
| Q2 2022 | $1,458,000 | +176.7% | 23,359 | +216.6% | 0.61% | +191.0% |
| Q1 2022 | $527,000 | – | 7,377 | – | 0.21% | – |
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% |