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 | $1,160 | -4.0% | 18 | 0.0% | 0.00% | – |
| Q2 2023 | $1,208 | -99.6% | 18 | -99.6% | 0.00% | -100.0% |
| Q1 2023 | $327,834 | +1.6% | 4,999 | +2.2% | 0.00% | 0.0% |
| Q4 2022 | $322,772 | +3.5% | 4,889 | -8.2% | 0.00% | 0.0% |
| Q3 2022 | $312,000 | -6.3% | 5,327 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $333,000 | +31.1% | 5,327 | +49.6% | 0.00% | +100.0% |
| Q1 2022 | $254,000 | +3.3% | 3,560 | +5.8% | 0.00% | 0.0% |
| Q4 2021 | $246,000 | +1657.1% | 3,365 | +1517.8% | 0.00% | – |
| Q3 2021 | $14,000 | +27.3% | 208 | +28.4% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 162 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | +10.0% | 162 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | -92.0% | 162 | -93.2% | 0.00% | -100.0% |
| Q3 2020 | $125,000 | -35.6% | 2,390 | -38.2% | 0.00% | 0.0% |
| Q2 2020 | $194,000 | +18.3% | 3,866 | +4.4% | 0.00% | 0.0% |
| Q1 2020 | $164,000 | -55.2% | 3,704 | -39.2% | 0.00% | -50.0% |
| Q4 2019 | $366,000 | +63.4% | 6,090 | +54.3% | 0.00% | +100.0% |
| Q3 2019 | $224,000 | -3.4% | 3,948 | -4.4% | 0.00% | 0.0% |
| Q2 2019 | $232,000 | +2009.1% | 4,128 | +1875.1% | 0.00% | – |
| Q1 2019 | $11,000 | -92.9% | 209 | -93.4% | 0.00% | -100.0% |
| Q4 2018 | $155,000 | -16.2% | 3,146 | -4.8% | 0.00% | 0.0% |
| Q3 2018 | $185,000 | +86.9% | 3,305 | +77.5% | 0.00% | 0.0% |
| Q2 2018 | $99,000 | +1137.5% | 1,862 | +1071.1% | 0.00% | – |
| Q1 2018 | $8,000 | +300.0% | 159 | +354.3% | 0.00% | – |
| Q4 2017 | $2,000 | -94.7% | 35 | -95.2% | 0.00% | – |
| Q3 2017 | $38,000 | +5.6% | 724 | 0.0% | 0.00% | – |
| Q2 2017 | $36,000 | +111.8% | 724 | +87.1% | 0.00% | – |
| Q1 2016 | $17,000 | -80.5% | 387 | -80.6% | 0.00% | -100.0% |
| Q1 2015 | $87,000 | – | 2,000 | – | 0.00% | – |
Download | ||||||
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% |