SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $796,640 | +4.7% | 12,359 | +9.0% | 0.54% | +8.2% |
| Q2 2023 | $760,633 | -8.2% | 11,337 | -10.3% | 0.50% | -8.9% |
| Q1 2023 | $828,491 | -3.7% | 12,633 | -3.0% | 0.55% | +21.6% |
| Q4 2022 | $859,987 | +15.1% | 13,026 | +2.0% | 0.45% | -9.2% |
| Q3 2022 | $747,000 | -14.9% | 12,766 | -9.2% | 0.50% | -11.4% |
| Q2 2022 | $878,000 | -13.9% | 14,061 | -1.6% | 0.56% | -11.1% |
| Q1 2022 | $1,020,000 | +58.1% | 14,294 | +62.2% | 0.63% | +23.2% |
| Q4 2021 | $645,000 | – | 8,813 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |