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 ↓ |
|---|---|---|---|
| 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% |