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 | $260,289 | -3.9% | 4,038 | 0.0% | 0.23% | -3.7% |
Q2 2023 | $270,909 | +2.3% | 4,038 | 0.0% | 0.24% | -1.2% |
Q1 2023 | $264,812 | -0.7% | 4,038 | 0.0% | 0.24% | -1.6% |
Q4 2022 | $266,589 | -56.7% | 4,038 | -61.6% | 0.25% | -60.9% |
Q3 2022 | $616,000 | -6.2% | 10,529 | 0.0% | 0.63% | -4.1% |
Q2 2022 | $657,000 | -3.2% | 10,529 | +10.7% | 0.66% | +6.3% |
Q1 2022 | $679,000 | -2.4% | 9,509 | 0.0% | 0.62% | -2.0% |
Q4 2021 | $696,000 | – | 9,509 | – | 0.64% | – |
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% |