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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,239,210 | +12.6% | 64,211 | -0.2% | 3.49% | +10.0% |
| Q3 2022 | $3,764,000 | -4.6% | 64,325 | +1.2% | 3.17% | +0.1% |
| Q2 2022 | $3,947,000 | -14.7% | 63,581 | -1.9% | 3.17% | +14.8% |
| Q1 2022 | $4,626,000 | -2.9% | 64,801 | -0.5% | 2.76% | +8.3% |
| Q4 2021 | $4,766,000 | +10.7% | 65,098 | +2.1% | 2.55% | -0.6% |
| Q3 2021 | $4,304,000 | -0.1% | 63,786 | +1.2% | 2.56% | +0.1% |
| Q2 2021 | $4,307,000 | +2.2% | 63,001 | -2.1% | 2.56% | -5.6% |
| Q1 2021 | $4,213,000 | +12.0% | 64,362 | +1.7% | 2.72% | +1.6% |
| Q4 2020 | $3,761,000 | +19.5% | 63,256 | +4.9% | 2.67% | -15.3% |
| Q3 2020 | $3,146,000 | +33.8% | 60,275 | +13.4% | 3.15% | +13.9% |
| Q1 2020 | $2,352,000 | -24.1% | 53,173 | +3.1% | 2.77% | -4.6% |
| Q4 2019 | $3,099,000 | – | 51,552 | – | 2.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |