SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,430 | -3.3% | 1,574 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $104,897 | +2.9% | 1,564 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $101,906 | -11.4% | 1,554 | -10.8% | 0.00% | 0.0% |
| Q4 2022 | $115,028 | +105.4% | 1,742 | +80.5% | 0.00% | +100.0% |
| Q3 2022 | $56,000 | -6.7% | 965 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $60,000 | -26.8% | 960 | -16.9% | 0.00% | -50.0% |
| Q1 2022 | $82,000 | -2.4% | 1,155 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $84,000 | +9.1% | 1,152 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | -1.3% | 1,147 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $78,000 | +5.4% | 1,144 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $74,000 | +68.2% | 1,140 | +54.5% | 0.00% | +100.0% |
| Q4 2020 | $44,000 | +15.8% | 738 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $38,000 | +5.6% | 734 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +12.5% | 725 | +0.8% | 0.00% | 0.0% |
| Q1 2020 | $32,000 | -25.6% | 719 | +1.0% | 0.00% | 0.0% |
| Q4 2019 | $43,000 | +7.5% | 712 | +1.0% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | +5.3% | 705 | +1.4% | 0.00% | 0.0% |
| Q1 2019 | $38,000 | – | 695 | – | 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% |