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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 3,244 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $190,000 | -5.9% | 3,244 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $202,000 | -12.9% | 3,244 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $232,000 | -2.5% | 3,244 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $238,000 | +8.7% | 3,244 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $219,000 | -1.4% | 3,244 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $222,000 | +4.7% | 3,244 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $212,000 | +21100.0% | 3,244 | +26933.3% | 0.02% | – |
| Q1 2018 | $1,000 | – | 12 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |