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 | $23,270 | -3.9% | 361 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $24,219 | -22.4% | 361 | -24.2% | 0.00% | 0.0% |
| Q1 2023 | $31,216 | -0.7% | 476 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31,425 | +16.4% | 476 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -78.7% | 476 | -76.7% | 0.00% | -80.0% |
| Q2 2022 | $127,000 | +51.2% | 2,039 | +72.8% | 0.01% | 0.0% |
| Q1 2022 | $84,000 | -25.0% | 1,180 | -23.5% | 0.01% | +66.7% |
| Q4 2021 | $112,000 | -16.4% | 1,542 | -22.4% | 0.00% | -25.0% |
| Q3 2021 | $134,000 | +15.5% | 1,986 | +16.8% | 0.00% | -33.3% |
| Q2 2021 | $116,000 | +65.7% | 1,701 | +59.6% | 0.01% | +50.0% |
| Q1 2021 | $70,000 | +11.1% | 1,066 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $63,000 | +12.5% | 1,066 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $56,000 | +5.7% | 1,066 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $53,000 | +12.8% | 1,066 | -1.9% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | -47.8% | 1,087 | -27.9% | 0.00% | -42.9% |
| Q4 2019 | $90,000 | +50.0% | 1,508 | +41.5% | 0.01% | +40.0% |
| Q3 2019 | $60,000 | 0.0% | 1,066 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $60,000 | +25.0% | 1,066 | +22.8% | 0.01% | +25.0% |
| Q1 2019 | $48,000 | -26.2% | 868 | -33.7% | 0.00% | -33.3% |
| Q4 2018 | $65,000 | -11.0% | 1,309 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $73,000 | +2.8% | 1,309 | -1.9% | 0.01% | 0.0% |
| Q2 2018 | $71,000 | – | 1,335 | – | 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% |