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 | $3,933,994 | -1.1% | 61,030 | +3.0% | 2.01% | +0.5% |
| Q2 2023 | $3,975,820 | +7.4% | 59,261 | +5.0% | 2.00% | +1.7% |
| Q1 2023 | $3,702,253 | +98970.2% | 56,454 | -0.3% | 1.97% | -6.4% |
| Q4 2022 | $3,737 | -99.9% | 56,598 | +2.8% | 2.10% | +10.4% |
| Q3 2022 | $3,221,000 | -4.6% | 55,048 | +1.8% | 1.90% | -1.3% |
| Q2 2022 | $3,375,000 | -7.9% | 54,069 | +5.4% | 1.93% | +7.6% |
| Q1 2022 | $3,664,000 | +2.0% | 51,319 | +4.6% | 1.79% | +3.2% |
| Q4 2021 | $3,593,000 | +10.7% | 49,078 | +2.0% | 1.74% | +0.9% |
| Q3 2021 | $3,247,000 | -0.2% | 48,113 | +1.1% | 1.72% | -0.2% |
| Q2 2021 | $3,253,000 | +5.8% | 47,573 | +1.0% | 1.72% | -2.7% |
| Q1 2021 | $3,076,000 | +13.5% | 47,118 | +3.5% | 1.77% | -0.4% |
| Q4 2020 | $2,711,000 | +15.8% | 45,538 | +1.5% | 1.78% | +1.5% |
| Q3 2020 | $2,342,000 | +4.6% | 44,873 | +0.4% | 1.75% | -7.2% |
| Q2 2020 | $2,240,000 | +16.7% | 44,704 | +3.1% | 1.89% | -10.5% |
| Q1 2020 | $1,919,000 | -21.6% | 43,348 | +6.5% | 2.11% | -3.8% |
| Q4 2019 | $2,447,000 | – | 40,701 | – | 2.19% | – |
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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% |