SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,063 | -94.2% | 32 | -94.0% | 0.00% | -100.0% |
| Q2 2023 | $35,692 | +2.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,889 | -0.7% | 532 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35,123 | +13.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -59.7% | 532 | -57.0% | 0.00% | -60.0% |
| Q2 2022 | $77,000 | -12.5% | 1,237 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $88,000 | -2.2% | 1,237 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $90,000 | +11.1% | 1,226 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $81,000 | -1.2% | 1,205 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $82,000 | +3.8% | 1,205 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $79,000 | +9.7% | 1,205 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $72,000 | +94.6% | 1,205 | +70.9% | 0.01% | +62.5% |
| Q3 2020 | $37,000 | +19.4% | 705 | -0.7% | 0.01% | +60.0% |
| Q1 2020 | $31,000 | +29.2% | 710 | +73.2% | 0.01% | +66.7% |
| Q4 2019 | $24,000 | – | 410 | – | 0.00% | – |
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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% |