SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,431 | -3.9% | 3,683 | +0.1% | 0.06% | -3.0% |
| Q2 2023 | $246,940 | +2.4% | 3,681 | +0.1% | 0.07% | -6.9% |
| Q1 2023 | $241,218 | -3.2% | 3,678 | -2.6% | 0.07% | -12.2% |
| Q4 2022 | $249,276 | +0.5% | 3,776 | -10.9% | 0.08% | -7.9% |
| Q3 2022 | $248,000 | -13.3% | 4,238 | -7.4% | 0.09% | -9.2% |
| Q2 2022 | $286,000 | -4.3% | 4,575 | +9.3% | 0.10% | +8.9% |
| Q1 2022 | $299,000 | -0.7% | 4,184 | +1.6% | 0.09% | +1.1% |
| Q4 2021 | $301,000 | +14.9% | 4,117 | +6.1% | 0.09% | 0.0% |
| Q3 2021 | $262,000 | +4.8% | 3,881 | +6.0% | 0.09% | +2.3% |
| Q2 2021 | $250,000 | +6.4% | 3,663 | +1.7% | 0.09% | -4.4% |
| Q1 2021 | $235,000 | +16.3% | 3,602 | +5.9% | 0.09% | +7.1% |
| Q4 2020 | $202,000 | – | 3,401 | – | 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% |