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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |