SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 639 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,704 | -51.3% | 50,000 | -50.0% | 3.09% | -22.9% |
| Q1 2024 | $7,598 | +114.3% | 100,000 | +81.8% | 4.00% | +54.9% |
| Q3 2023 | $3,545 | +120.2% | 55,000 | +129.2% | 2.58% | +137.0% |
| Q2 2023 | $1,610 | +2.3% | 24,000 | 0.0% | 1.09% | +57.5% |
| Q1 2023 | $1,574 | -0.6% | 24,000 | 0.0% | 0.69% | -12.0% |
| Q4 2022 | $1,584 | -99.9% | 24,000 | 0.0% | 0.79% | -8.3% |
| Q3 2022 | $1,404,000 | -6.3% | 24,000 | 0.0% | 0.86% | +35.2% |
| Q2 2022 | $1,498,000 | -48.4% | 24,000 | -44.2% | 0.63% | -60.6% |
| Q3 2021 | $2,902,000 | +51.6% | 43,000 | +53.6% | 1.61% | +27.1% |
| Q2 2021 | $1,914,000 | -56.9% | 28,000 | -58.8% | 1.26% | -50.1% |
| Q1 2021 | $4,439,000 | +18.1% | 68,000 | -5.6% | 2.54% | -14.9% |
| Q3 2020 | $3,758,000 | – | 72,000 | – | 2.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,661,403 | $400,484,000 | 23.56% |
| BALLAST ADVISORS LLC | 321,590 | $19,334,000 | 14.22% |
| APPLETON GROUP, LLC | 181,058 | $10,885,000 | 13.81% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 211,449 | $12,712,000 | 11.22% |
| Tiller Private Wealth, Inc. | 229,743 | $13,812,000 | 11.18% |
| Mokosak Advisory Group, LLC | 292,116 | $17,547,000 | 10.61% |
| MARSHALL FINANCIAL GROUP INC /ADV | 244,427 | $14,695,000 | 9.93% |
| MATHER GROUP, LLC. | 2,536,950 | $152,521,000 | 9.57% |
| Foster Victor Wealth Advisors, LLC | 363,331 | $21,771,000 | 9.43% |
| Affinity Capital Advisors, LLC | 234,103 | $14,074,000 | 9.26% |