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 | $352 | +19.3% | 5,458 | +24.0% | 0.39% | +16.4% |
| Q2 2023 | $295 | -16.4% | 4,402 | -18.3% | 0.34% | -10.9% |
| Q1 2023 | $353 | -0.6% | 5,388 | +0.1% | 0.38% | -7.4% |
| Q4 2022 | $355 | -99.9% | 5,383 | -28.8% | 0.41% | +99.0% |
| Q3 2022 | $442,000 | -83.0% | 7,559 | -97.6% | 0.20% | -65.9% |
| Q2 2022 | $2,603,000 | +65.2% | 316,398 | +1333.3% | 0.60% | -7.9% |
| Q1 2022 | $1,576,000 | +16.1% | 22,075 | +19.0% | 0.65% | +10.2% |
| Q4 2021 | $1,358,000 | +10.0% | 18,548 | +1.4% | 0.59% | +17.6% |
| Q3 2021 | $1,234,000 | -10.1% | 18,291 | -8.9% | 0.50% | -8.9% |
| Q2 2021 | $1,373,000 | +10.6% | 20,078 | +5.6% | 0.55% | +6.8% |
| Q1 2021 | $1,241,000 | -9.4% | 19,014 | -17.4% | 0.52% | -11.2% |
| Q4 2020 | $1,370,000 | +30.6% | 23,013 | +14.4% | 0.58% | +29.2% |
| Q3 2020 | $1,049,000 | -3.8% | 20,109 | -7.6% | 0.45% | -10.6% |
| Q2 2020 | $1,090,000 | -35.3% | 21,757 | -42.8% | 0.50% | -15.3% |
| Q1 2020 | $1,684,000 | +55.6% | 38,044 | +111.3% | 0.59% | +54.8% |
| Q4 2019 | $1,082,000 | – | 18,006 | – | 0.38% | – |
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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% |