Capital Analysts, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$49
-3.9%
755
-0.1%
0.00%0.0%
Q2 2023$51
-16.4%
756
-18.8%
0.00%0.0%
Q1 2023$61
-71.5%
931
-71.3%
0.00%
-76.9%
Q4 2022$214
-99.9%
3,2440.0%0.01%0.0%
Q3 2022$190,000
-5.9%
3,2440.0%0.01%
-7.1%
Q2 2022$202,000
-12.9%
3,2440.0%0.01%
-6.7%
Q1 2022$232,000
-2.5%
3,2440.0%0.02%
+7.1%
Q4 2021$238,000
+8.7%
3,2440.0%0.01%0.0%
Q3 2021$219,000
-1.4%
3,2440.0%0.01%
-6.7%
Q2 2021$222,000
+4.7%
3,2440.0%0.02%0.0%
Q1 2021$212,000
+21100.0%
3,244
+26933.3%
0.02%
Q1 2018$1,000120.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 139,476$8,161,00023.30%
Mokosak Advisory Group, LLC 738,601$43,212,00021.28%
Northern Capital Management, Inc. 298,990$17,494,00017.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 727,232$42,550,00016.44%
Avantax Planning Partners, Inc. 5,166,392$302,286,00013.62%
BALLAST ADVISORS LLC 414,901$24,276,00011.35%
Gemmer Asset Management LLC 1,002,985$58,685,0009.78%
MATHER GROUP, LLC. 7,160,541$418,964,0009.02%
GenWealth Group, Inc. 450,989$26,387,0008.94%
IVC Wealth Advisors LLC 189,393$11,081,0008.92%
View complete list of SCHWAB STRATEGIC TR shareholders