CHOREO, LLC - SCHWAB STRATEGIC TR ownership

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
CHOREO, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$635,606
-4.7%
9,860
-0.8%
0.02%
-4.3%
Q2 2023$666,924
-10.5%
9,941
-12.5%
0.02%
-11.5%
Q1 2023$745,251
+245.9%
11,364
+248.3%
0.03%
+136.4%
Q4 2022$215,423
-11.7%
3,263
-4.6%
0.01%
-8.3%
Q1 2022$244,0003,4200.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 279,528$20,467,00020.53%
Avantax Planning Partners, Inc. 5,561,497$407,213,00016.75%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 542,003$39,685,00016.30%
Mokosak Advisory Group, LLC 537,662$39,358,00015.10%
Advisory Services & Investments, LLC 287,055$21,018,00013.44%
Northern Capital Management, Inc. 203,338$14,888,00011.87%
BALLAST ADVISORS LLC 384,685$28,167,00010.77%
GenWealth Group, Inc. 515,819$37,768,00010.22%
IVC Wealth Advisors LLC 201,036$14,720,0009.49%
MATHER GROUP, LLC. 6,430,919$470,871,0009.22%
View complete list of SCHWAB STRATEGIC TR shareholders