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 | $478,779 | -31.2% | 7,428 | -28.4% | 0.00% | -100.0% |
| Q2 2023 | $695,924 | +19.9% | 10,373 | +17.2% | 0.00% | 0.0% |
| Q1 2023 | $580,514 | -15.2% | 8,852 | -14.6% | 0.00% | 0.0% |
| Q4 2022 | $684,429 | +36.6% | 10,367 | +21.0% | 0.00% | 0.0% |
| Q3 2022 | $501,000 | -1.4% | 8,565 | +5.2% | 0.00% | – |
| Q2 2022 | $508,000 | +124.8% | 8,143 | +157.7% | 0.00% | – |
| Q1 2022 | $226,000 | -62.4% | 3,160 | -61.5% | 0.00% | – |
| Q4 2021 | $601,000 | +16.5% | 8,214 | +7.4% | 0.00% | – |
| Q3 2021 | $516,000 | +171.6% | 7,651 | +175.9% | 0.00% | – |
| Q2 2021 | $190,000 | +5.0% | 2,773 | 0.0% | 0.00% | – |
| Q1 2021 | $181,000 | +9.7% | 2,773 | 0.0% | 0.00% | – |
| Q4 2020 | $165,000 | +3.8% | 2,773 | -8.9% | 0.00% | – |
| Q3 2020 | $159,000 | +12.0% | 3,044 | +7.4% | 0.00% | – |
| Q2 2020 | $142,000 | -89.2% | 2,834 | -90.4% | 0.00% | -100.0% |
| Q1 2020 | $1,309,000 | +670.0% | 29,578 | +943.7% | 0.00% | – |
| Q4 2019 | $170,000 | +56.0% | 2,834 | +47.7% | 0.00% | – |
| Q3 2019 | $109,000 | -14.2% | 1,919 | -15.2% | 0.00% | – |
| Q2 2019 | $127,000 | +49.4% | 2,262 | +44.9% | 0.00% | – |
| Q1 2019 | $85,000 | +2.4% | 1,561 | -6.1% | 0.00% | – |
| Q4 2018 | $83,000 | -6.7% | 1,663 | +5.8% | 0.00% | – |
| Q3 2018 | $89,000 | -43.3% | 1,572 | -46.9% | 0.00% | – |
| Q2 2018 | $157,000 | +91.5% | 2,960 | +89.6% | 0.00% | – |
| Q1 2018 | $82,000 | -3.5% | 1,561 | 0.0% | 0.00% | – |
| Q4 2017 | $85,000 | +4.9% | 1,561 | 0.0% | 0.00% | – |
| Q3 2017 | $81,000 | +3.8% | 1,561 | 0.0% | 0.00% | – |
| Q2 2017 | $78,000 | -92.4% | 1,561 | -92.7% | 0.00% | -100.0% |
| Q4 2016 | $1,026,000 | +5.6% | 21,334 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $972,000 | +775.7% | 21,334 | +735.3% | 0.00% | – |
| Q1 2015 | $111,000 | +2675.0% | 2,554 | +2180.4% | 0.00% | – |
| Q1 2014 | $4,000 | -33.3% | 112 | -33.3% | 0.00% | – |
| Q4 2013 | $6,000 | +50.0% | 168 | +46.1% | 0.00% | – |
| Q2 2013 | $4,000 | – | 115 | – | 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% |