SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,000 | +21.4% | 284 | +49.5% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -79.7% | 190 | -79.8% | 0.00% | -72.7% |
| Q4 2021 | $69,000 | +9.5% | 940 | 0.0% | 0.01% | -21.4% |
| Q3 2021 | $63,000 | -1.6% | 940 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $64,000 | +4.9% | 940 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $61,000 | +35.6% | 940 | +25.3% | 0.02% | +21.4% |
| Q4 2020 | $45,000 | +15.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,000 | +2.6% | 750 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $38,000 | +15.2% | 750 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $33,000 | -36.5% | 750 | -13.8% | 0.02% | -16.7% |
| Q4 2019 | $52,000 | 0.0% | 870 | -5.5% | 0.02% | +20.0% |
| Q3 2019 | $52,000 | 0.0% | 921 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $52,000 | +4.0% | 921 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $50,000 | -15.3% | 921 | -23.6% | 0.02% | -28.6% |
| Q4 2018 | $59,000 | +13.5% | 1,206 | +30.9% | 0.02% | +23.5% |
| Q3 2018 | $52,000 | +30.0% | 921 | +22.8% | 0.02% | -15.0% |
| Q2 2018 | $40,000 | 0.0% | 750 | 0.0% | 0.02% | -9.1% |
| Q1 2018 | $40,000 | -2.4% | 750 | 0.0% | 0.02% | -4.3% |
| Q4 2017 | $41,000 | +5.1% | 750 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $39,000 | +2.6% | 750 | 0.0% | 0.02% | -4.2% |
| Q2 2017 | $38,000 | +81.0% | 750 | +61.6% | 0.02% | +60.0% |
| Q2 2016 | $21,000 | – | 464 | – | 0.02% | – |
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% |