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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |