SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 684 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $373,796 | +61.4% | 5,046 | +65.6% | 0.08% | +48.1% |
| Q1 2024 | $231,562 | +8.4% | 3,048 | 0.0% | 0.05% | 0.0% |
| Q4 2023 | $213,642 | +6.5% | 3,048 | -2.1% | 0.05% | -5.3% |
| Q3 2023 | $200,684 | -6.1% | 3,113 | -2.3% | 0.06% | -3.4% |
| Q2 2023 | $213,702 | +2.2% | 3,185 | -0.1% | 0.06% | -1.7% |
| Q1 2023 | $209,155 | -2.0% | 3,189 | -1.4% | 0.06% | -9.1% |
| Q4 2022 | $213,463 | +2.4% | 3,233 | -3.2% | 0.07% | -1.5% |
| Q2 2022 | $208,433 | -12.1% | 3,339 | +0.5% | 0.07% | -8.2% |
| Q1 2022 | $237,070 | -2.3% | 3,321 | +0.2% | 0.07% | 0.0% |
| Q4 2021 | $242,590 | +15.5% | 3,313 | +6.5% | 0.07% | +4.3% |
| Q3 2021 | $209,982 | -2.0% | 3,112 | -0.7% | 0.07% | -9.1% |
| Q2 2021 | $214,227 | +4.8% | 3,133 | +0.0% | 0.08% | -6.1% |
| Q1 2021 | $204,463 | – | 3,132 | – | 0.08% | – |
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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% |