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 | $274,950 | +94710.3% | 4,265 | -1.4% | 0.04% | -2.4% |
Q2 2023 | $290 | +3.6% | 4,325 | +0.0% | 0.04% | -8.7% |
Q1 2023 | $280 | +5.3% | 4,324 | +7.0% | 0.05% | -17.9% |
Q4 2022 | $266 | -99.9% | 4,042 | +0.0% | 0.06% | +1.8% |
Q3 2022 | $236,000 | -6.3% | 4,041 | 0.0% | 0.06% | -1.8% |
Q2 2022 | $252,000 | -40.1% | 4,041 | -31.6% | 0.06% | -30.0% |
Q1 2022 | $421,000 | -63.4% | 5,904 | -62.4% | 0.08% | -59.8% |
Q4 2021 | $1,149,000 | +8.8% | 15,699 | +0.3% | 0.20% | -1.0% |
Q3 2021 | $1,056,000 | +8.8% | 15,652 | +5.2% | 0.20% | +3.1% |
Q1 2021 | $971,000 | +3.9% | 14,877 | -5.3% | 0.20% | -1.5% |
Q4 2020 | $935,000 | +8.1% | 15,712 | -5.1% | 0.20% | -5.3% |
Q3 2020 | $865,000 | +5.1% | 16,565 | +0.9% | 0.21% | +1.0% |
Q2 2020 | $823,000 | +17.9% | 16,425 | +4.2% | 0.21% | +2.0% |
Q1 2020 | $698,000 | -8.4% | 15,761 | +24.4% | 0.20% | +12.2% |
Q4 2019 | $762,000 | – | 12,667 | – | 0.18% | – |
Download |
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% |