SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,920,509 | +8.2% | 29,340 | +10.9% | 0.14% | +8.7% |
| Q2 2023 | $1,774,878 | -7.0% | 26,455 | -9.1% | 0.13% | -7.3% |
| Q1 2023 | $1,908,107 | -22.0% | 29,096 | -21.5% | 0.14% | -24.7% |
| Q4 2022 | $2,446,181 | -37.9% | 37,052 | -45.2% | 0.18% | -44.0% |
| Q3 2022 | $3,939,000 | -17.9% | 67,624 | -12.1% | 0.32% | -16.7% |
| Q2 2022 | $4,799,000 | -8.7% | 76,895 | +4.5% | 0.39% | +12.7% |
| Q1 2022 | $5,254,000 | +6.1% | 73,607 | +8.9% | 0.35% | +10.9% |
| Q4 2021 | $4,950,000 | +19.7% | 67,610 | +10.4% | 0.31% | +11.8% |
| Q3 2021 | $4,134,000 | +14.4% | 61,265 | +15.9% | 0.28% | +15.8% |
| Q2 2021 | $3,615,000 | +17.3% | 52,876 | +11.8% | 0.24% | +10.0% |
| Q1 2021 | $3,083,000 | +43.3% | 47,314 | +31.7% | 0.22% | +49.0% |
| Q4 2020 | $2,151,000 | +36.2% | 35,931 | +18.8% | 0.15% | +8.9% |
| Q3 2020 | $1,579,000 | +17.8% | 30,246 | +13.1% | 0.14% | +6.3% |
| Q2 2020 | $1,340,000 | +2.0% | 26,741 | -9.9% | 0.13% | -32.1% |
| Q1 2020 | $1,314,000 | -47.2% | 29,680 | -28.2% | 0.19% | -29.4% |
| Q4 2019 | $2,487,000 | +10.7% | 41,359 | +4.4% | 0.26% | +3.1% |
| Q3 2019 | $2,247,000 | +25.5% | 39,608 | +24.1% | 0.26% | +23.6% |
| Q2 2019 | $1,791,000 | +58.1% | 31,910 | +54.2% | 0.21% | +47.5% |
| Q1 2019 | $1,133,000 | – | 20,694 | – | 0.14% | – |
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% |