SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,413 | -37.6% | 115 | -35.0% | 0.00% | – |
| Q2 2023 | $11,875 | -57.2% | 177 | -58.2% | 0.00% | – |
| Q1 2023 | $27,740 | +18.0% | 423 | +18.8% | 0.00% | – |
| Q4 2022 | $23,503 | +370.1% | 356 | +318.8% | 0.00% | – |
| Q3 2022 | $5,000 | -93.7% | 85 | -93.3% | 0.00% | – |
| Q2 2022 | $79,000 | +6.8% | 1,264 | +22.6% | 0.00% | – |
| Q1 2022 | $74,000 | +469.2% | 1,031 | +472.8% | 0.00% | – |
| Q4 2021 | $13,000 | +85.7% | 180 | +71.4% | 0.00% | – |
| Q3 2021 | $7,000 | +600.0% | 105 | +950.0% | 0.00% | – |
| Q2 2021 | $1,000 | -90.0% | 10 | -94.3% | 0.00% | – |
| Q4 2020 | $10,000 | +150.0% | 176 | +112.0% | 0.00% | – |
| Q3 2020 | $4,000 | -93.3% | 83 | -93.9% | 0.00% | – |
| Q1 2020 | $60,000 | +27.7% | 1,353 | +71.5% | 0.00% | – |
| Q4 2019 | $47,000 | +67.9% | 789 | +61.3% | 0.00% | – |
| Q3 2019 | $28,000 | -39.1% | 489 | -40.0% | 0.00% | – |
| Q2 2019 | $46,000 | +253.8% | 815 | +255.9% | 0.00% | – |
| Q1 2019 | $13,000 | +18.2% | 229 | +5.5% | 0.00% | – |
| Q4 2018 | $11,000 | – | 217 | +2612.5% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 8 | -98.4% | 0.00% | – |
| Q1 2017 | $25,000 | – | 500 | +49900.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2014 | $2,142,000 | +3.9% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,061,000 | +1.3% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,035,000 | +9.1% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $1,865,000 | – | 50,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |