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 | $286,969 | -2.9% | 4,452 | +1.1% | 0.14% | 0.0% |
| Q2 2023 | $295,451 | -6.1% | 4,404 | -8.2% | 0.14% | -12.1% |
| Q1 2023 | $314,503 | -7.6% | 4,796 | -7.0% | 0.16% | -12.3% |
| Q4 2022 | $340,512 | +14.7% | 5,158 | +1.7% | 0.18% | +4.7% |
| Q3 2022 | $297,000 | -4.8% | 5,071 | +1.5% | 0.17% | -1.2% |
| Q2 2022 | $312,000 | -19.8% | 4,996 | -8.2% | 0.17% | -7.5% |
| Q1 2022 | $389,000 | -2.0% | 5,444 | +0.3% | 0.19% | -0.5% |
| Q4 2021 | $397,000 | +49.8% | 5,427 | +22.0% | 0.19% | +17.5% |
| Q4 2020 | $265,000 | +11.8% | 4,449 | -1.9% | 0.16% | 0.0% |
| Q3 2020 | $237,000 | +12.9% | 4,533 | +8.2% | 0.16% | +4.6% |
| Q2 2020 | $210,000 | 0.0% | 4,190 | +19.9% | 0.15% | +7.0% |
| Q4 2019 | $210,000 | -0.9% | 3,495 | -6.5% | 0.14% | -11.7% |
| Q3 2019 | $212,000 | +0.5% | 3,738 | -0.7% | 0.16% | -0.6% |
| Q2 2019 | $211,000 | – | 3,764 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |