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 | $854,892 | -5.7% | 13,262 | -1.9% | 0.03% | 0.0% |
| Q2 2023 | $906,709 | -2.3% | 13,515 | -4.5% | 0.03% | -8.3% |
| Q1 2023 | $927,976 | +237842.6% | 14,150 | +139.7% | 0.04% | +63.6% |
| Q4 2022 | $390 | -99.7% | 5,904 | +196.2% | 0.02% | +214.3% |
| Q3 2022 | $117,000 | -85.2% | 1,993 | -84.2% | 0.01% | -78.8% |
| Q2 2022 | $789,000 | -45.7% | 12,642 | -37.9% | 0.03% | -15.4% |
| Q1 2022 | $1,454,000 | +28.3% | 20,373 | +31.7% | 0.04% | +56.0% |
| Q4 2021 | $1,133,000 | -2.1% | 15,467 | -9.8% | 0.02% | -19.4% |
| Q3 2021 | $1,157,000 | +20.6% | 17,151 | +22.3% | 0.03% | +19.2% |
| Q2 2021 | $959,000 | +54.7% | 14,021 | -7.8% | 0.03% | +62.5% |
| Q1 2021 | $620,000 | – | 15,213 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |