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 | $2,449 | -11.0% | 38 | -7.3% | 0.00% | 0.0% |
| Q2 2023 | $2,751 | +2.3% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,689 | -0.7% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,707 | +35.4% | 41 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 41 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 41 | -4.7% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | -57.1% | 43 | -58.3% | 0.00% | -50.0% |
| Q2 2021 | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 103 | -14.2% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $6,000 | -14.3% | 120 | -20.0% | 0.00% | -25.0% |
| Q1 2020 | $7,000 | -22.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 150 | – | 0.00% | – |
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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% |