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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $111,452 | -45.9% | 1,688 | -52.1% | 0.06% | -52.4% |
| Q3 2022 | $206,000 | -9.6% | 3,523 | -3.7% | 0.12% | -0.8% |
| Q2 2022 | $228,000 | -21.1% | 3,657 | -9.8% | 0.12% | -3.8% |
| Q1 2022 | $289,000 | -17.0% | 4,054 | -14.7% | 0.13% | -20.2% |
| Q4 2021 | $348,000 | +3.3% | 4,753 | -4.8% | 0.16% | -10.4% |
| Q3 2021 | $337,000 | -1.2% | 4,994 | +0.0% | 0.18% | +2.2% |
| Q2 2021 | $341,000 | +0.6% | 4,992 | -3.9% | 0.18% | -10.1% |
| Q1 2021 | $339,000 | +6.9% | 5,196 | -2.3% | 0.20% | -2.9% |
| Q4 2020 | $317,000 | -65.4% | 5,318 | -69.7% | 0.20% | -70.0% |
| Q3 2020 | $915,000 | -19.5% | 17,541 | -22.6% | 0.68% | -32.8% |
| Q2 2020 | $1,136,000 | -41.8% | 22,671 | -30.2% | 1.01% | -48.3% |
| Q4 2019 | $1,951,000 | – | 32,461 | – | 1.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |