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 | $11,113,471 | -6.3% | 172,409 | -2.5% | 0.68% | -0.6% |
| Q2 2023 | $11,864,873 | +0.7% | 176,850 | -1.6% | 0.68% | -3.5% |
| Q1 2023 | $11,782,001 | -0.5% | 179,658 | +0.2% | 0.71% | -7.2% |
| Q4 2022 | $11,842,807 | +7.9% | 179,382 | -4.4% | 0.76% | +2.3% |
| Q3 2022 | $10,979,000 | -6.4% | 187,647 | -0.2% | 0.75% | -2.2% |
| Q2 2022 | $11,733,000 | -11.3% | 187,962 | +1.4% | 0.76% | -1.7% |
| Q1 2022 | $13,230,000 | -2.3% | 185,319 | +0.2% | 0.78% | -2.9% |
| Q4 2021 | $13,546,000 | +11.5% | 185,000 | +2.8% | 0.80% | -0.9% |
| Q3 2021 | $12,145,000 | +2.7% | 179,981 | +4.0% | 0.81% | -7.5% |
| Q2 2021 | $11,830,000 | +45.0% | 173,025 | +38.5% | 0.87% | +16.9% |
| Q1 2021 | $8,157,000 | +407.9% | 124,951 | +363.3% | 0.74% | +323.3% |
| Q4 2020 | $1,606,000 | +155.3% | 26,971 | +123.7% | 0.18% | +120.0% |
| Q3 2020 | $629,000 | +10.9% | 12,056 | +6.5% | 0.08% | +21.2% |
| Q2 2020 | $567,000 | +146.5% | 11,315 | +117.7% | 0.07% | +46.7% |
| Q1 2020 | $230,000 | -22.0% | 5,198 | +5.8% | 0.04% | +12.5% |
| Q4 2019 | $295,000 | – | 4,913 | – | 0.04% | – |
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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% |