SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,489 | -30.7% | 6,585 | -27.9% | 0.24% | -30.2% |
| Q2 2023 | $612,935 | +0.3% | 9,136 | -1.9% | 0.34% | -7.8% |
| Q1 2023 | $610,921 | -31.5% | 9,316 | -31.0% | 0.37% | -33.5% |
| Q4 2022 | $891,285 | +11.9% | 13,500 | -0.8% | 0.56% | +3.2% |
| Q3 2022 | $796,280 | -8.4% | 13,609 | -2.3% | 0.54% | -4.9% |
| Q2 2022 | $869,412 | -8.8% | 13,928 | +4.3% | 0.57% | +4.2% |
| Q1 2022 | $952,955 | – | 13,349 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |