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 | $289,680 | -9.9% | 4,652 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $321,546 | +5.4% | 4,652 | 0.0% | 0.10% | -4.0% |
Q1 2023 | $305,078 | -7.0% | 4,652 | -3.0% | 0.10% | -11.5% |
Q4 2022 | $327,910 | +6.1% | 4,794 | 0.0% | 0.11% | -4.2% |
Q3 2022 | $309,000 | +3.3% | 4,794 | 0.0% | 0.12% | -2.5% |
Q2 2022 | $299,000 | +49.5% | 4,794 | +71.3% | 0.12% | +70.4% |
Q1 2022 | $200,000 | – | 2,798 | – | 0.07% | – |
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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% |