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 | $345,158 | -3.9% | 5,355 | +0.0% | 0.39% | +1.5% |
| Q2 2023 | $359,144 | +2.3% | 5,353 | +0.0% | 0.39% | -4.2% |
| Q1 2023 | $350,972 | -0.6% | 5,352 | +0.0% | 0.40% | -3.1% |
| Q4 2022 | $353,240 | +12.9% | 5,350 | +0.0% | 0.42% | +5.8% |
| Q3 2022 | $313,000 | +29.9% | 5,349 | +38.3% | 0.40% | +45.2% |
| Q2 2022 | $241,000 | -23.0% | 3,867 | -15.4% | 0.27% | -13.4% |
| Q1 2022 | $313,000 | +0.6% | 4,570 | +7.2% | 0.31% | +11.0% |
| Q4 2021 | $311,000 | – | 4,262 | – | 0.28% | – |
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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% |