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 | $259,709 | -6.5% | 4,029 | -2.7% | 0.08% | -2.5% |
| Q2 2023 | $277,686 | +2.3% | 4,139 | 0.0% | 0.08% | -4.8% |
| Q1 2023 | $271,436 | -2.6% | 4,139 | -2.0% | 0.08% | -3.4% |
| Q4 2022 | $278,802 | +18.6% | 4,223 | +5.0% | 0.09% | -1.1% |
| Q3 2022 | $235,000 | +2.6% | 4,022 | +9.5% | 0.09% | +7.3% |
| Q2 2022 | $229,000 | -10.5% | 3,674 | +2.3% | 0.08% | -1.2% |
| Q1 2022 | $256,000 | -2.7% | 3,591 | +0.1% | 0.08% | -7.8% |
| Q4 2021 | $263,000 | +24.6% | 3,586 | +14.5% | 0.09% | +12.5% |
| Q3 2021 | $211,000 | -0.9% | 3,133 | +0.5% | 0.08% | 0.0% |
| Q2 2021 | $213,000 | – | 3,118 | – | 0.08% | – |
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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% |