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 | $793,265 | -6.2% | 12,306 | -2.4% | 0.04% | -4.8% |
| Q2 2023 | $845,765 | +13.1% | 12,606 | +10.6% | 0.04% | +2.4% |
| Q1 2023 | $747,749 | -10.1% | 11,402 | -9.5% | 0.04% | -19.6% |
| Q4 2022 | $831,517 | +28.7% | 12,595 | +21.6% | 0.05% | +15.9% |
| Q3 2022 | $646,000 | 0.0% | 10,355 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $646,000 | -36.6% | 10,355 | -25.6% | 0.04% | -27.9% |
| Q4 2021 | $1,019,000 | -32.3% | 13,911 | -37.7% | 0.06% | +27.1% |
| Q3 2021 | $1,506,000 | -1.3% | 22,320 | +0.0% | 0.05% | -2.0% |
| Q2 2021 | $1,526,000 | +7.0% | 22,316 | +2.2% | 0.05% | -3.9% |
| Q1 2021 | $1,426,000 | – | 21,841 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |