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 2022 | $12,000 | -7.7% | 220 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 219 | +0.9% | 0.00% | -25.0% |
| Q1 2022 | $15,000 | 0.0% | 217 | +0.5% | 0.00% | +33.3% |
| Q4 2021 | $15,000 | +7.1% | 216 | +0.5% | 0.00% | -25.0% |
| Q3 2021 | $14,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 214 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 213 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | -78.3% | 212 | -81.7% | 0.00% | -81.0% |
| Q3 2020 | $60,000 | -49.6% | 1,161 | -51.6% | 0.02% | -53.3% |
| Q2 2020 | $119,000 | +19.0% | 2,397 | +0.8% | 0.04% | -4.3% |
| Q1 2020 | $100,000 | -29.6% | 2,379 | +0.9% | 0.05% | 0.0% |
| Q4 2019 | $142,000 | +9.2% | 2,357 | +1.0% | 0.05% | 0.0% |
| Q3 2019 | $130,000 | -36.3% | 2,333 | -35.6% | 0.05% | -38.2% |
| Q2 2019 | $204,000 | – | 3,624 | – | 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% |