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 | $3,024,180 | +24.1% | 46,916 | +29.1% | 2.94% | +9.9% |
| Q2 2023 | $2,437,313 | -25.7% | 36,329 | -27.4% | 2.68% | -14.5% |
| Q1 2023 | $3,279,879 | -1.1% | 50,013 | -0.5% | 3.13% | -7.8% |
| Q4 2022 | $3,317,992 | +18.6% | 50,257 | +5.1% | 3.40% | +4.4% |
| Q3 2022 | $2,798,000 | -8.1% | 47,822 | -2.0% | 3.26% | -1.3% |
| Q2 2022 | $3,046,000 | -7.8% | 48,806 | +5.5% | 3.30% | +1.9% |
| Q1 2022 | $3,304,000 | +4.4% | 46,275 | +7.1% | 3.24% | +7.4% |
| Q4 2021 | $3,165,000 | – | 43,224 | – | 3.02% | – |
Download | ||||||
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% |