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 | $4,291 | -2.3% | 66,568 | +1.7% | 3.01% | +86.7% |
| Q2 2023 | $4,393 | +4.0% | 65,479 | +1.7% | 1.61% | +13.1% |
| Q1 2023 | $4,223 | -52.3% | 64,400 | -51.9% | 1.43% | -61.0% |
| Q4 2022 | $8,847 | -99.9% | 134,000 | -5.8% | 3.65% | -46.8% |
| Q3 2022 | $8,326,000 | -6.2% | 142,301 | +0.0% | 6.87% | +445.9% |
| Q2 2022 | $8,880,000 | -4.2% | 142,251 | +9.5% | 1.26% | -79.8% |
| Q1 2022 | $9,274,000 | +11944.2% | 129,910 | +12213.7% | 6.23% | +10648.3% |
| Q4 2021 | $77,000 | – | 1,055 | – | 0.06% | – |
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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% |