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 | $3,735,157 | -6.0% | 57,945 | -2.2% | 0.24% | +6.1% |
| Q2 2023 | $3,975,410 | +1.6% | 59,255 | -0.7% | 0.23% | -5.4% |
| Q1 2023 | $3,913,684 | +5.6% | 59,678 | +6.3% | 0.24% | -6.9% |
| Q4 2022 | $3,705,589 | +13.1% | 56,128 | +0.3% | 0.26% | -3.7% |
| Q3 2022 | $3,276,000 | -18.6% | 55,983 | -13.2% | 0.27% | -22.7% |
| Q2 2022 | $4,027,000 | -8.1% | 64,520 | +5.1% | 0.35% | +16.0% |
| Q1 2022 | $4,382,000 | +7.0% | 61,378 | +9.7% | 0.30% | +3.1% |
| Q4 2021 | $4,097,000 | +14.8% | 55,954 | +5.8% | 0.29% | +2.5% |
| Q3 2021 | $3,568,000 | 0.0% | 52,873 | +1.3% | 0.28% | -0.4% |
| Q2 2021 | $3,568,000 | -2.0% | 52,194 | -6.4% | 0.28% | -6.6% |
| Q1 2021 | $3,642,000 | +19.3% | 55,788 | +8.8% | 0.30% | +18.7% |
| Q4 2020 | $3,053,000 | -9.7% | 51,277 | -20.8% | 0.26% | -24.0% |
| Q3 2020 | $3,380,000 | -4.2% | 64,755 | -8.1% | 0.34% | -8.4% |
| Q2 2020 | $3,530,000 | -0.3% | 70,453 | -11.9% | 0.37% | -12.6% |
| Q1 2020 | $3,540,000 | -11.5% | 79,965 | +20.2% | 0.42% | +8.5% |
| Q4 2019 | $3,998,000 | +7.5% | 66,500 | +1.4% | 0.39% | +3.5% |
| Q3 2019 | $3,719,000 | +1.4% | 65,557 | +0.4% | 0.38% | +6.8% |
| Q2 2019 | $3,666,000 | +8.2% | 65,303 | +5.5% | 0.35% | +5.4% |
| Q1 2019 | $3,389,000 | +11.5% | 61,903 | +0.4% | 0.33% | +1.2% |
| Q4 2018 | $3,039,000 | – | 61,663 | – | 0.33% | – |
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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% |