SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $288,909 | -3.9% | 4,482 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $300,697 | +2.3% | 4,482 | 0.0% | 0.01% | -8.3% |
Q1 2023 | $293,929 | -0.7% | 4,482 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $295,901 | +12.9% | 4,482 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $262,000 | -6.4% | 4,482 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $280,000 | -45.6% | 4,482 | -37.9% | 0.01% | -40.0% |
Q1 2022 | $515,000 | – | 7,220 | – | 0.02% | – |
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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% |