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 | $79,995 | +28.8% | 1,241 | +34.0% | 0.05% | +25.6% |
| Q2 2023 | $62,126 | +3.4% | 926 | +1.1% | 0.04% | +7.5% |
| Q1 2023 | $60,072 | +0.3% | 916 | +1.0% | 0.04% | -13.0% |
| Q4 2022 | $59,880 | -9.3% | 907 | -19.4% | 0.05% | -14.8% |
| Q3 2022 | $66,000 | -21.4% | 1,126 | -16.5% | 0.05% | -38.6% |
| Q2 2022 | $84,000 | -2.3% | 1,348 | +12.4% | 0.09% | +35.4% |
| Q1 2022 | $86,000 | +104.8% | 1,199 | +111.5% | 0.06% | +109.7% |
| Q4 2021 | $42,000 | +5.0% | 567 | -4.9% | 0.03% | +3.3% |
| Q3 2021 | $40,000 | +42.9% | 596 | +45.0% | 0.03% | -6.2% |
| Q2 2021 | $28,000 | -3.4% | 411 | 0.0% | 0.03% | +23.1% |
| Q1 2021 | $29,000 | +7.4% | 411 | -9.5% | 0.03% | -3.7% |
| Q4 2020 | $27,000 | – | 454 | – | 0.03% | – |
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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% |