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 | $1,143,016 | +2.3% | 18,066 | +7.2% | 0.02% | +13.6% |
| Q2 2023 | $1,117,777 | +1.4% | 16,857 | +1.8% | 0.02% | +4.8% |
| Q1 2023 | $1,102,620 | +14.5% | 16,551 | +16.6% | 0.02% | +10.5% |
| Q4 2022 | $962,930 | +24.1% | 14,198 | +8.2% | 0.02% | +5.6% |
| Q3 2022 | $776,000 | +21.8% | 13,119 | +30.2% | 0.02% | +28.6% |
| Q2 2022 | $637,000 | -22.9% | 10,079 | -13.4% | 0.01% | -12.5% |
| Q1 2022 | $826,000 | -34.8% | 11,644 | -32.1% | 0.02% | -27.3% |
| Q4 2021 | $1,266,000 | +145.3% | 17,150 | +127.8% | 0.02% | +144.4% |
| Q3 2021 | $516,000 | -0.2% | 7,529 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $517,000 | – | 7,529 | – | 0.01% | – |
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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% |