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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $206,319 | -0.1% | 3,146 | +0.6% | 0.07% | -3.9% |
| Q4 2022 | $206,446 | -40.5% | 3,127 | -43.8% | 0.08% | -43.0% |
| Q2 2022 | $347,000 | -11.5% | 5,564 | +1.4% | 0.14% | +5.5% |
| Q1 2022 | $392,000 | -2.0% | 5,486 | +0.4% | 0.13% | +1.6% |
| Q4 2021 | $400,000 | +24.2% | 5,464 | +16.2% | 0.13% | +17.8% |
| Q3 2021 | $322,000 | 0.0% | 4,704 | 0.0% | 0.11% | -7.8% |
| Q2 2021 | $322,000 | +24.8% | 4,704 | +19.1% | 0.12% | +26.1% |
| Q1 2021 | $258,000 | +10.3% | 3,951 | +0.4% | 0.09% | +3.4% |
| Q4 2020 | $234,000 | +706.9% | 3,936 | +609.2% | 0.09% | +584.6% |
| Q3 2020 | $29,000 | +3.6% | 555 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +12.0% | 555 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $25,000 | +47.1% | 555 | +98.2% | 0.01% | +85.7% |
| Q4 2019 | $17,000 | – | 280 | – | 0.01% | – |
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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% |