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 | $294,614 | -16.6% | 4,570 | -13.2% | 0.07% | -13.1% |
| Q2 2023 | $353,329 | +2.3% | 5,266 | 0.0% | 0.08% | -3.4% |
| Q1 2023 | $345,376 | -0.7% | 5,266 | 0.0% | 0.09% | -4.4% |
| Q4 2022 | $347,693 | +12.9% | 5,266 | 0.0% | 0.09% | +4.6% |
| Q3 2022 | $308,000 | -6.4% | 5,266 | -0.0% | 0.09% | -2.2% |
| Q2 2022 | $329,000 | -12.5% | 5,267 | 0.0% | 0.09% | -4.3% |
| Q1 2022 | $376,000 | -6.9% | 5,267 | -4.6% | 0.09% | -4.1% |
| Q4 2021 | $404,000 | +6.3% | 5,521 | -2.0% | 0.10% | 0.0% |
| Q3 2021 | $380,000 | -1.6% | 5,636 | -0.2% | 0.10% | -4.9% |
| Q2 2021 | $386,000 | +4.6% | 5,645 | 0.0% | 0.10% | +1.0% |
| Q1 2021 | $369,000 | +2.8% | 5,645 | -6.4% | 0.10% | +3.1% |
| Q4 2020 | $359,000 | +14.0% | 6,030 | -0.1% | 0.10% | +3.2% |
| Q3 2020 | $315,000 | -23.5% | 6,037 | -26.5% | 0.10% | -34.5% |
| Q2 2020 | $412,000 | -67.9% | 8,214 | -71.7% | 0.14% | -73.2% |
| Q1 2020 | $1,285,000 | -35.8% | 29,017 | -12.9% | 0.54% | -50.5% |
| Q4 2019 | $2,003,000 | +7.5% | 33,312 | +1.4% | 1.10% | +0.5% |
| Q3 2019 | $1,864,000 | +0.6% | 32,858 | -0.4% | 1.09% | -2.6% |
| Q2 2019 | $1,852,000 | -3.7% | 32,982 | -6.2% | 1.12% | -5.2% |
| Q1 2019 | $1,924,000 | +5.3% | 35,158 | -5.2% | 1.18% | -12.2% |
| Q4 2018 | $1,828,000 | – | 37,089 | – | 1.35% | – |
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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% |