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 2023 | $837,314 | -3.2% | 12,989 | +0.8% | 0.09% | +3.5% |
| Q2 2023 | $864,855 | -23.5% | 12,891 | -25.2% | 0.09% | -28.3% |
| Q1 2023 | $1,129,978 | +177.4% | 17,230 | +179.3% | 0.12% | +155.3% |
| Q4 2022 | $407,400 | +7.8% | 6,170 | -4.6% | 0.05% | -2.1% |
| Q3 2022 | $378,000 | -10.8% | 6,466 | -4.7% | 0.05% | -7.7% |
| Q2 2022 | $424,000 | -30.9% | 6,785 | -21.1% | 0.05% | -22.4% |
| Q1 2022 | $614,000 | +7.0% | 8,602 | +9.8% | 0.07% | +21.8% |
| Q4 2021 | $574,000 | +3.6% | 7,833 | -4.6% | 0.06% | -12.7% |
| Q3 2021 | $554,000 | +25.3% | 8,210 | +26.9% | 0.06% | +23.5% |
| Q2 2021 | $442,000 | – | 6,470 | – | 0.05% | – |
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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% |