SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34,966 | -2.5% | 472 | 0.0% | 0.02% | -11.8% |
| Q1 2024 | $35,863 | +8.4% | 472 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $33,087 | +8.7% | 472 | 0.0% | 0.02% | -10.5% |
| Q3 2023 | $30,425 | -3.9% | 472 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $31,666 | +5.7% | 472 | +3.3% | 0.02% | 0.0% |
| Q1 2023 | $29,970 | -0.7% | 457 | 0.0% | 0.02% | -13.6% |
| Q4 2022 | $30,171 | +16.0% | 457 | +3.6% | 0.02% | +10.0% |
| Q3 2022 | $26,000 | -7.1% | 441 | 0.0% | 0.02% | +5.3% |
| Q2 2022 | $28,000 | -6.7% | 441 | +5.3% | 0.02% | +18.8% |
| Q1 2022 | $30,000 | +15.4% | 419 | +17.0% | 0.02% | +60.0% |
| Q4 2021 | $26,000 | – | 358 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |