SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,397 | +1.0% | 3,590 | +12.0% | 0.02% | -26.7% |
| Q1 2022 | $229,000 | -14.9% | 3,205 | -12.8% | 0.03% | -16.7% |
| Q4 2021 | $269,000 | -3.9% | 3,677 | -11.7% | 0.04% | -10.0% |
| Q3 2021 | $280,000 | -16.4% | 4,163 | -15.3% | 0.04% | -2.4% |
| Q2 2021 | $335,000 | -36.4% | 4,913 | -39.2% | 0.04% | -52.9% |
| Q1 2021 | $527,000 | -20.9% | 8,080 | -27.8% | 0.09% | -37.9% |
| Q4 2020 | $666,000 | -99.9% | 11,195 | +7.2% | 0.14% | -50.7% |
| Q3 2020 | $565,910,000 | +6.2% | 10,445 | +0.1% | 0.28% | -4.1% |
| Q2 2020 | $532,764,000 | – | 10,430 | – | 0.30% | – |
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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% |