SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $64 | -80.9% | 1 | -80.0% | 0.00% | – |
Q2 2023 | $335 | +2.1% | 5 | 0.0% | 0.00% | – |
Q1 2023 | $328 | – | 5 | 0.0% | 0.00% | – |
Q4 2022 | $0 | – | 5 | +400.0% | 0.00% | – |
Q3 2022 | $0 | – | 1 | -87.5% | 0.00% | – |
Q2 2022 | $0 | -100.0% | 8 | 0.0% | 0.00% | -100.0% |
Q1 2022 | $1,000 | -96.2% | 8 | -97.8% | 0.00% | -93.3% |
Q4 2021 | $26,000 | – | 356 | – | 0.02% | – |
Download |
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% |