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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $205,000 | -9.3% | 2,795 | -15.4% | 0.02% | -19.4% |
| Q2 2021 | $226,000 | +4.6% | 3,302 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $216,000 | -11.5% | 3,302 | -19.5% | 0.03% | -16.2% |
| Q4 2020 | $244,000 | -5.1% | 4,104 | -16.6% | 0.04% | -19.6% |
| Q3 2020 | $257,000 | -23.5% | 4,922 | -26.6% | 0.05% | -31.3% |
| Q2 2020 | $336,000 | -18.8% | 6,705 | -28.3% | 0.07% | -41.7% |
| Q1 2020 | $414,000 | +32.3% | 9,357 | +79.8% | 0.12% | +62.0% |
| Q4 2019 | $313,000 | +9.8% | 5,203 | +3.6% | 0.07% | 0.0% |
| Q3 2019 | $285,000 | -4.4% | 5,024 | -5.5% | 0.07% | -2.7% |
| Q2 2019 | $298,000 | +12.0% | 5,317 | +9.5% | 0.07% | +7.4% |
| Q1 2019 | $266,000 | +11.3% | 4,854 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $239,000 | – | 4,854 | – | 0.07% | – |
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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% |