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 | $21,116,765 | -0.6% | 327,595 | +3.5% | 19.72% | +22.1% |
| Q2 2023 | $21,233,692 | +5.8% | 316,496 | +3.4% | 16.14% | -6.2% |
| Q1 2023 | $20,077,943 | +2.5% | 306,160 | +3.2% | 17.20% | -8.6% |
| Q4 2022 | $19,587,890 | +12.0% | 296,696 | -0.8% | 18.82% | +5.1% |
| Q3 2022 | $17,494,000 | -5.2% | 298,990 | +1.1% | 17.90% | -0.4% |
| Q2 2022 | $18,462,000 | +17.6% | 295,778 | +34.5% | 17.97% | +39.9% |
| Q1 2022 | $15,703,000 | +5.5% | 219,964 | +8.2% | 12.85% | +8.2% |
| Q4 2021 | $14,888,000 | +8.3% | 203,338 | -0.2% | 11.87% | +1.1% |
| Q3 2021 | $13,742,000 | 0.0% | 203,649 | +1.3% | 11.75% | +0.6% |
| Q2 2021 | $13,742,000 | +20.4% | 200,990 | +15.0% | 11.68% | +12.6% |
| Q1 2021 | $11,414,000 | +23.8% | 174,846 | +12.9% | 10.37% | +15.6% |
| Q4 2020 | $9,223,000 | – | 154,928 | – | 8.98% | – |
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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% |