SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $737,100 | -3.3% | 11,435 | +0.7% | 0.47% | +0.2% |
Q2 2023 | $762,142 | +2.3% | 11,360 | 0.0% | 0.47% | -0.4% |
Q1 2023 | $744,989 | -0.7% | 11,360 | 0.0% | 0.48% | -11.2% |
Q4 2022 | $749,987 | +41.8% | 11,360 | +25.7% | 0.54% | +22.1% |
Q3 2022 | $529,000 | +13.8% | 9,040 | +21.3% | 0.44% | +7.6% |
Q2 2022 | $465,000 | -3.1% | 7,452 | +10.8% | 0.41% | +6.0% |
Q1 2022 | $480,000 | -2.6% | 6,728 | 0.0% | 0.38% | +3.8% |
Q4 2021 | $493,000 | +8.6% | 6,728 | 0.0% | 0.37% | -1.9% |
Q3 2021 | $454,000 | -1.3% | 6,728 | 0.0% | 0.38% | -0.5% |
Q2 2021 | $460,000 | +4.8% | 6,728 | 0.0% | 0.38% | -6.7% |
Q1 2021 | $439,000 | +9.5% | 6,728 | 0.0% | 0.41% | -11.4% |
Q4 2020 | $401,000 | – | 6,728 | – | 0.46% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |