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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,381,226 | +1.1% | 35,493 | -1.1% | 0.36% | -5.0% |
| Q1 2023 | $2,354,257 | -3.1% | 35,899 | -2.5% | 0.38% | -6.2% |
| Q4 2022 | $2,430,523 | +12.7% | 36,815 | -0.1% | 0.40% | +7.2% |
| Q3 2022 | $2,156,000 | -18.2% | 36,843 | -0.2% | 0.38% | -0.5% |
| Q1 2022 | $2,635,000 | -1.2% | 36,914 | +1.4% | 0.38% | +5.0% |
| Q4 2021 | $2,666,000 | +9.1% | 36,407 | +0.5% | 0.36% | +1.4% |
| Q3 2021 | $2,444,000 | -1.3% | 36,212 | -0.1% | 0.36% | -0.6% |
| Q2 2021 | $2,477,000 | +0.9% | 36,236 | -3.6% | 0.36% | -7.3% |
| Q1 2021 | $2,454,000 | +9.0% | 37,593 | -0.6% | 0.38% | -7.5% |
| Q4 2020 | $2,251,000 | +8.1% | 37,820 | -5.2% | 0.42% | -9.4% |
| Q3 2020 | $2,083,000 | +0.7% | 39,909 | -3.3% | 0.46% | -3.6% |
| Q2 2020 | $2,069,000 | +5.6% | 41,282 | -6.7% | 0.48% | -11.4% |
| Q1 2020 | $1,960,000 | -28.5% | 44,264 | -3.0% | 0.54% | -9.3% |
| Q4 2019 | $2,743,000 | +6.3% | 45,632 | +0.3% | 0.59% | -1.8% |
| Q3 2019 | $2,581,000 | +1.7% | 45,500 | +0.7% | 0.60% | +27.5% |
| Q2 2019 | $2,537,000 | +3.9% | 45,194 | +1.3% | 0.47% | +14.0% |
| Q1 2019 | $2,441,000 | +4.9% | 44,599 | -5.5% | 0.42% | -7.0% |
| Q4 2018 | $2,327,000 | -5.6% | 47,212 | +7.4% | 0.45% | +10.9% |
| Q3 2018 | $2,466,000 | +6.8% | 43,968 | +1.2% | 0.40% | -2.4% |
| Q2 2018 | $2,308,000 | -0.3% | 43,446 | -0.8% | 0.41% | -8.8% |
| Q1 2018 | $2,315,000 | -0.6% | 43,815 | +2.9% | 0.45% | +16.5% |
| Q4 2017 | $2,328,000 | +8.7% | 42,585 | +3.1% | 0.39% | +1.8% |
| Q3 2017 | $2,141,000 | +2.6% | 41,315 | -0.6% | 0.38% | +1.9% |
| Q2 2017 | $2,086,000 | +2.7% | 41,564 | +1.7% | 0.37% | +3.9% |
| Q1 2017 | $2,031,000 | +2.5% | 40,872 | -0.8% | 0.36% | -22.6% |
| Q4 2016 | $1,981,000 | +21.7% | 41,185 | +15.2% | 0.46% | +6.4% |
| Q3 2016 | $1,628,000 | +0.6% | 35,741 | -1.1% | 0.44% | -4.4% |
| Q2 2016 | $1,619,000 | +4.2% | 36,138 | +0.5% | 0.46% | -17.7% |
| Q1 2016 | $1,553,000 | +9.3% | 35,946 | +7.4% | 0.56% | -2.5% |
| Q4 2015 | $1,421,000 | +51.2% | 33,476 | +41.8% | 0.57% | +43.3% |
| Q3 2015 | $940,000 | -4.3% | 23,611 | +3.5% | 0.40% | +12.5% |
| Q2 2015 | $982,000 | +11.6% | 22,820 | +12.1% | 0.35% | +3.5% |
| Q1 2015 | $880,000 | +658.6% | 20,348 | +672.8% | 0.34% | +568.6% |
| Q4 2014 | $116,000 | +100.0% | 2,633 | +93.6% | 0.05% | +82.1% |
| Q3 2014 | $58,000 | +23.4% | 1,360 | +24.5% | 0.03% | +21.7% |
| Q2 2014 | $47,000 | +147.4% | 1,092 | +124.2% | 0.02% | +91.7% |
| Q3 2013 | $19,000 | +46.2% | 487 | +30.9% | 0.01% | +20.0% |
| Q2 2013 | $13,000 | – | 372 | – | 0.01% | – |
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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% |