SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,335 | -8.3% | 5,528 | -4.6% | 0.21% | -8.0% |
| Q2 2023 | $388,787 | +2.3% | 5,795 | 0.0% | 0.23% | -4.2% |
| Q1 2023 | $380,036 | -0.7% | 5,795 | 0.0% | 0.24% | -4.8% |
| Q4 2022 | $382,586 | +12.9% | 5,795 | 0.0% | 0.25% | +10.2% |
| Q3 2022 | $339,000 | -6.1% | 5,795 | 0.0% | 0.22% | -7.4% |
| Q2 2022 | $361,000 | -12.8% | 5,795 | 0.0% | 0.24% | -5.8% |
| Q1 2022 | $414,000 | -2.4% | 5,795 | 0.0% | 0.26% | +7.5% |
| Q4 2021 | $424,000 | +8.4% | 5,795 | 0.0% | 0.24% | +6.7% |
| Q3 2021 | $391,000 | -1.3% | 5,795 | 0.0% | 0.22% | -15.4% |
| Q2 2021 | $396,000 | – | 5,795 | – | 0.27% | – |
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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% |