SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,335 | -8.3% | 5,528 | -4.6% | 0.21% | -8.0% |
| Q2 2023 | $388,787 | +2.3% | 5,795 | 0.0% | 0.23% | -4.2% |
| Q1 2023 | $380,036 | -0.7% | 5,795 | 0.0% | 0.24% | -4.8% |
| Q4 2022 | $382,586 | +12.9% | 5,795 | 0.0% | 0.25% | +10.2% |
| Q3 2022 | $339,000 | -6.1% | 5,795 | 0.0% | 0.22% | -7.4% |
| Q2 2022 | $361,000 | -12.8% | 5,795 | 0.0% | 0.24% | -5.8% |
| Q1 2022 | $414,000 | -2.4% | 5,795 | 0.0% | 0.26% | +7.5% |
| Q4 2021 | $424,000 | +8.4% | 5,795 | 0.0% | 0.24% | +6.7% |
| Q3 2021 | $391,000 | -1.3% | 5,795 | 0.0% | 0.22% | -15.4% |
| Q2 2021 | $396,000 | – | 5,795 | – | 0.27% | – |
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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% |