SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 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 | $463,920 | +10.7% | 7,197 | +15.2% | 0.00% | 0.0% |
| Q2 2023 | $418,978 | +1.9% | 6,245 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $411,054 | -2.3% | 6,268 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $420,742 | +1.9% | 6,373 | -9.7% | 0.00% | 0.0% |
| Q3 2022 | $413,000 | -6.3% | 7,055 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $441,000 | -14.5% | 7,068 | -2.1% | 0.00% | 0.0% |
| Q1 2022 | $516,000 | -3.2% | 7,221 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $533,000 | +2.5% | 7,275 | -5.7% | 0.00% | 0.0% |
| Q3 2021 | $520,000 | +12.1% | 7,712 | +13.6% | 0.00% | 0.0% |
| Q2 2021 | $464,000 | +16.6% | 6,787 | +11.2% | 0.00% | 0.0% |
| Q1 2021 | $398,000 | +1.5% | 6,104 | -7.3% | 0.00% | 0.0% |
| Q4 2020 | $392,000 | +45.2% | 6,585 | +27.2% | 0.00% | 0.0% |
| Q3 2020 | $270,000 | -1.1% | 5,177 | -4.7% | 0.00% | 0.0% |
| Q2 2020 | $273,000 | +18.7% | 5,435 | +31.9% | 0.00% | 0.0% |
| Q3 2018 | $230,000 | +7.5% | 4,119 | +2.1% | 0.00% | 0.0% |
| Q2 2018 | $214,000 | -10.1% | 4,034 | -10.2% | 0.00% | 0.0% |
| Q1 2018 | $238,000 | -56.8% | 4,494 | -57.8% | 0.00% | -50.0% |
| Q3 2017 | $551,000 | +3.2% | 10,643 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $534,000 | +32.2% | 10,643 | +31.0% | 0.00% | 0.0% |
| Q1 2017 | $404,000 | +64.9% | 8,127 | +59.8% | 0.00% | +100.0% |
| Q4 2016 | $245,000 | – | 5,085 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |