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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,282,984 | -4.6% | 19,904 | -0.7% | 0.59% | -0.5% |
| Q2 2023 | $1,344,184 | -74.6% | 20,036 | -75.1% | 0.59% | -77.8% |
| Q1 2023 | $5,281,851 | -13.4% | 80,541 | -12.8% | 2.66% | -10.2% |
| Q4 2022 | $6,096,555 | +5.3% | 92,344 | +1.9% | 2.96% | +2.6% |
| Q3 2022 | $5,787,000 | +452.7% | 90,580 | +475.1% | 2.89% | +444.3% |
| Q2 2022 | $1,047,000 | -5.0% | 15,751 | -3.6% | 0.53% | -11.4% |
| Q1 2022 | $1,102,000 | -7.2% | 16,347 | +0.7% | 0.60% | -6.1% |
| Q4 2021 | $1,188,000 | -0.2% | 16,230 | -3.1% | 0.64% | -3.6% |
| Q3 2021 | $1,190,000 | -0.1% | 16,745 | -2.6% | 0.66% | -6.2% |
| Q2 2021 | $1,191,000 | -14.7% | 17,195 | -18.1% | 0.71% | -26.1% |
| Q1 2021 | $1,397,000 | -83.7% | 21,006 | -84.6% | 0.96% | -84.2% |
| Q4 2020 | $8,546,000 | – | 136,576 | – | 6.05% | – |
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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% |