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 | $699 | -4.4% | 10,842 | -0.6% | 0.30% | +1.0% |
| Q2 2023 | $731 | +1.0% | 10,903 | -1.3% | 0.29% | -3.9% |
| Q1 2023 | $724 | +1.7% | 11,043 | +2.4% | 0.30% | -3.8% |
| Q4 2022 | $712 | -99.9% | 10,784 | -4.5% | 0.32% | +2.3% |
| Q3 2022 | $661,000 | -14.0% | 11,297 | -2.3% | 0.31% | -0.6% |
| Q2 2022 | $769,000 | -9.8% | 11,563 | -3.2% | 0.31% | -0.3% |
| Q1 2022 | $853,000 | -14.4% | 11,950 | -12.1% | 0.31% | -12.4% |
| Q4 2021 | $996,000 | -0.8% | 13,600 | -8.6% | 0.36% | -4.6% |
| Q3 2021 | $1,004,000 | -3.6% | 14,875 | -2.3% | 0.37% | -3.6% |
| Q2 2021 | $1,041,000 | +3.3% | 15,226 | -1.4% | 0.39% | +10.9% |
| Q1 2021 | $1,008,000 | +20.7% | 15,443 | +10.1% | 0.35% | +6.7% |
| Q4 2020 | $835,000 | +27.5% | 14,023 | +11.7% | 0.33% | +10.1% |
| Q3 2020 | $655,000 | – | 12,550 | – | 0.30% | – |
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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% |