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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |