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 | $571,212 | -3.3% | 8,861 | +0.6% | 0.26% | -9.2% |
| Q2 2023 | $590,700 | -26.0% | 8,805 | -27.7% | 0.28% | -25.6% |
| Q1 2023 | $798,699 | -64.2% | 12,179 | -64.0% | 0.38% | -62.8% |
| Q4 2022 | $2,234,000 | +71.8% | 33,844 | +52.4% | 1.02% | +28.0% |
| Q3 2022 | $1,300,000 | -41.4% | 22,210 | -37.5% | 0.80% | -41.6% |
| Q2 2022 | $2,217,000 | +10.8% | 35,525 | +26.8% | 1.36% | +9.6% |
| Q1 2022 | $2,001,000 | – | 28,024 | – | 1.24% | – |
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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% |