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 | $23,035,739 | +9.8% | 357,365 | +14.2% | 2.76% | +13.7% |
| Q2 2023 | $20,985,464 | +24.9% | 312,796 | +22.1% | 2.43% | +18.7% |
| Q1 2023 | $16,795,351 | -3.2% | 256,105 | -2.5% | 2.04% | -6.1% |
| Q4 2022 | $17,346,806 | +8.2% | 262,751 | -4.1% | 2.18% | -2.1% |
| Q3 2022 | $16,035,000 | -3.0% | 274,056 | +3.5% | 2.23% | -40.4% |
| Q2 2022 | $16,525,000 | -11.7% | 264,743 | +0.9% | 3.74% | +67.8% |
| Q1 2022 | $18,724,000 | +26.9% | 262,284 | +30.1% | 2.23% | +25.3% |
| Q4 2021 | $14,756,000 | +12.7% | 201,535 | +3.8% | 1.78% | +1.7% |
| Q3 2021 | $13,097,000 | +11.4% | 194,093 | +12.8% | 1.75% | -32.5% |
| Q2 2021 | $11,761,000 | +10.5% | 172,022 | +5.5% | 2.59% | -0.3% |
| Q1 2021 | $10,647,000 | +14.1% | 163,090 | +4.1% | 2.60% | +7.4% |
| Q4 2020 | $9,328,000 | +21.9% | 156,688 | +6.8% | 2.42% | +1.2% |
| Q3 2020 | $7,655,000 | +17.4% | 146,673 | +12.7% | 2.39% | +5.6% |
| Q2 2020 | $6,522,000 | +26.9% | 130,155 | +12.1% | 2.26% | +1.9% |
| Q1 2020 | $5,141,000 | -43.3% | 116,131 | -23.0% | 2.22% | -32.6% |
| Q4 2019 | $9,066,000 | – | 150,802 | – | 3.30% | – |
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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% |