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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $551,927 | +28.1% | 8,360 | +13.5% | 0.27% | +29.2% |
| Q3 2022 | $431,000 | +3.4% | 7,368 | +10.3% | 0.21% | +6.0% |
| Q2 2022 | $417,000 | -10.5% | 6,682 | +2.3% | 0.20% | +6.4% |
| Q1 2022 | $466,000 | +12.6% | 6,532 | +15.5% | 0.19% | +41.4% |
| Q4 2021 | $414,000 | +8.4% | 5,654 | 0.0% | 0.13% | +1.5% |
| Q3 2021 | $382,000 | -1.3% | 5,654 | 0.0% | 0.13% | +3.1% |
| Q2 2021 | $387,000 | +4.9% | 5,654 | 0.0% | 0.13% | -8.6% |
| Q1 2021 | $369,000 | +9.5% | 5,654 | 0.0% | 0.14% | -20.1% |
| Q4 2020 | $337,000 | +14.2% | 5,654 | 0.0% | 0.17% | +4.8% |
| Q3 2020 | $295,000 | +4.2% | 5,654 | 0.0% | 0.17% | -6.7% |
| Q2 2020 | $283,000 | +13.2% | 5,654 | 0.0% | 0.18% | -4.8% |
| Q1 2020 | $250,000 | – | 5,654 | – | 0.19% | – |
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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% |