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 | $9,980 | -29.0% | 155 | -25.8% | 0.01% | -25.0% |
| Q2 2023 | $14,054 | -0.1% | 209 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $14,064 | +0.5% | 214 | -0.9% | 0.01% | -11.1% |
| Q4 2022 | $14,000 | -39.1% | 216 | -45.2% | 0.01% | -47.1% |
| Q3 2022 | $23,000 | -54.0% | 394 | -50.5% | 0.02% | -54.1% |
| Q2 2022 | $50,000 | -30.6% | 796 | -21.4% | 0.04% | -32.7% |
| Q1 2022 | $72,000 | -21.7% | 1,013 | -19.3% | 0.06% | -21.4% |
| Q4 2021 | $92,000 | – | 1,255 | – | 0.07% | – |
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% |