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 | $529,410 | +2.7% | 8,213 | +6.9% | 0.16% | +6.2% |
| Q2 2023 | $515,318 | +18.9% | 7,681 | +16.2% | 0.15% | +10.6% |
| Q1 2023 | $433,353 | -3.3% | 6,608 | -2.6% | 0.13% | -12.6% |
| Q4 2022 | $448,012 | +20.8% | 6,786 | +7.0% | 0.15% | +13.5% |
| Q3 2022 | $371,000 | +1.9% | 6,344 | +8.7% | 0.13% | +7.3% |
| Q2 2022 | $364,000 | -22.4% | 5,836 | -11.3% | 0.12% | -4.6% |
| Q1 2022 | $469,000 | +17.8% | 6,576 | -0.7% | 0.13% | +5.7% |
| Q4 2019 | $398,000 | – | 6,625 | – | 0.12% | – |
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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% |