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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $42,752 | -0.7% | 652 | 0.0% | 0.03% | -15.6% |
| Q4 2022 | $43,039 | +13.3% | 652 | 0.0% | 0.03% | +14.3% |
| Q3 2022 | $38,000 | -7.3% | 652 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $41,000 | -10.9% | 652 | +0.6% | 0.03% | +7.4% |
| Q1 2022 | $46,000 | -2.1% | 648 | 0.0% | 0.03% | +3.8% |
| Q4 2021 | $47,000 | +6.8% | 648 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $44,000 | 0.0% | 648 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $44,000 | +4.8% | 648 | 0.0% | 0.03% | -3.6% |
| Q1 2021 | $42,000 | +7.7% | 648 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $39,000 | +14.7% | 648 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 648 | 0.0% | 0.03% | -6.7% |
| Q2 2020 | $32,000 | +10.3% | 648 | 0.0% | 0.03% | -11.8% |
| Q1 2020 | $29,000 | – | 648 | – | 0.03% | – |
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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% |