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 | $420,408 | -8.3% | 6,522 | -4.6% | 0.35% | -21.4% |
| Q2 2023 | $458,493 | +3.5% | 6,834 | +1.1% | 0.44% | -1.6% |
| Q1 2023 | $443,190 | -1.4% | 6,758 | -0.7% | 0.45% | +17.1% |
| Q4 2022 | $449,464 | -6.8% | 6,808 | -17.4% | 0.38% | -15.0% |
| Q3 2022 | $482,000 | -11.2% | 8,244 | -5.2% | 0.45% | -19.5% |
| Q2 2022 | $543,000 | -16.8% | 8,699 | -4.8% | 0.56% | +12.4% |
| Q1 2022 | $653,000 | +1.7% | 9,142 | +4.2% | 0.50% | -28.8% |
| Q4 2021 | $642,000 | -0.9% | 8,773 | -8.6% | 0.70% | -4.0% |
| Q3 2021 | $648,000 | -4.7% | 9,598 | -3.5% | 0.73% | +27.7% |
| Q2 2021 | $680,000 | -19.8% | 9,944 | -23.4% | 0.57% | -25.1% |
| Q1 2021 | $848,000 | – | 12,984 | – | 0.77% | – |
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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% |