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 | $9,112,517 | -3.4% | 141,367 | +0.5% | 0.09% | -4.3% |
| Q2 2023 | $9,433,927 | +2.9% | 140,616 | +0.5% | 0.09% | -5.1% |
| Q1 2023 | $9,171,646 | -37.9% | 139,854 | -37.5% | 0.10% | -24.4% |
| Q4 2022 | $14,775,804 | -99.9% | 223,808 | -36.1% | 0.13% | +19.1% |
| Q3 2022 | $10,262,252,000 | +66099.5% | 350,432 | +41.1% | 0.11% | -30.8% |
| Q2 2022 | $15,502,000 | +34.0% | 248,357 | +53.3% | 0.16% | +32.5% |
| Q1 2022 | $11,569,000 | -0.7% | 162,056 | +1.9% | 0.12% | +1.7% |
| Q4 2021 | $11,645,000 | -69.8% | 159,037 | -72.1% | 0.12% | -69.4% |
| Q3 2021 | $38,519,000 | +238.4% | 570,826 | +242.8% | 0.38% | +198.4% |
| Q2 2021 | $11,384,000 | +10.1% | 166,501 | +5.1% | 0.13% | -1.5% |
| Q1 2021 | $10,338,000 | -67.0% | 158,368 | -70.1% | 0.13% | -63.9% |
| Q4 2020 | $31,286,000 | -99.6% | 529,468 | +283.1% | 0.36% | +168.9% |
| Q3 2020 | $7,211,000,000 | – | 138,201 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |