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 | $255,226 | -3.9% | 3,959 | +0.0% | 0.02% | 0.0% |
| Q2 2023 | $265,597 | -27.2% | 3,958 | -28.9% | 0.02% | -25.0% |
| Q1 2023 | $365,072 | -0.7% | 5,566 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $367,521 | +8.7% | 5,566 | -3.7% | 0.02% | -8.7% |
| Q3 2022 | $338,000 | -5.1% | 5,777 | +1.2% | 0.02% | -11.5% |
| Q2 2022 | $356,000 | -12.5% | 5,706 | +0.1% | 0.03% | -13.3% |
| Q1 2022 | $407,000 | +73.9% | 5,702 | +78.1% | 0.03% | +87.5% |
| Q4 2021 | $234,000 | +8.3% | 3,202 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $216,000 | -1.8% | 3,202 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $220,000 | +5.3% | 3,202 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $209,000 | -3.7% | 3,202 | -12.0% | 0.02% | -4.8% |
| Q4 2020 | $217,000 | – | 3,640 | – | 0.02% | – |
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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% |