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 | $214,716 | -13.4% | 3,331 | -9.9% | 0.19% | -10.6% |
Q2 2023 | $247,886 | +2.3% | 3,695 | 0.0% | 0.22% | -3.6% |
Q1 2023 | $242,306 | -0.7% | 3,695 | +1095.8% | 0.22% | -8.5% |
Q4 2022 | $243,932 | +12.9% | 309 | +10.8% | 0.25% | +0.8% |
Q3 2022 | $216,000 | -6.5% | 279 | -5.4% | 0.24% | -2.0% |
Q2 2022 | $231,000 | -12.5% | 295 | -10.9% | 0.25% | +2.5% |
Q1 2022 | $264,000 | -2.6% | 331 | -2.1% | 0.24% | +4.3% |
Q4 2021 | $271,000 | – | 338 | – | 0.23% | – |
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% |