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 | $231,046 | -3.9% | 3,584 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $240,473 | +2.3% | 3,584 | 0.0% | 0.04% | -6.8% |
| Q1 2023 | $235,060 | -0.7% | 3,584 | 0.0% | 0.04% | -6.4% |
| Q4 2022 | $236,637 | +12.7% | 3,584 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $210,000 | -20.2% | 3,584 | -14.9% | 0.05% | -19.0% |
| Q2 2022 | $263,000 | +150.5% | 4,211 | +101.6% | 0.06% | +48.7% |
| Q2 2020 | $105,000 | -16.7% | 2,089 | 0.0% | 0.04% | -15.2% |
| Q4 2019 | $126,000 | +5.9% | 2,089 | 0.0% | 0.05% | -2.1% |
| Q3 2019 | $119,000 | +1.7% | 2,089 | 0.0% | 0.05% | -4.1% |
| Q2 2019 | $117,000 | – | 2,089 | – | 0.05% | – |
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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% |