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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,099,392 | +11.6% | 79,109 | +16.1% | 0.08% | +11.1% |
| Q2 2023 | $4,570,131 | +0.7% | 68,119 | -1.6% | 0.07% | -5.3% |
| Q1 2023 | $4,539,158 | -3.9% | 69,216 | -3.3% | 0.08% | -11.6% |
| Q4 2022 | $4,723,621 | +154.1% | 71,548 | +125.2% | 0.09% | +75.5% |
| Q3 2022 | $1,859,000 | +13.3% | 31,770 | +20.8% | 0.05% | +32.4% |
| Q2 2022 | $1,641,000 | -10.6% | 26,294 | +2.3% | 0.04% | 0.0% |
| Q1 2022 | $1,835,000 | -0.8% | 25,707 | +1.8% | 0.04% | 0.0% |
| Q4 2021 | $1,850,000 | +9.1% | 25,263 | +0.6% | 0.04% | +12.1% |
| Q3 2021 | $1,695,000 | +1.7% | 25,124 | +3.1% | 0.03% | -15.4% |
| Q2 2021 | $1,666,000 | +1222.2% | 24,363 | +965.3% | 0.04% | +550.0% |
| Q1 2019 | $126,000 | – | 2,287 | – | 0.01% | – |
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% |