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 | $352,303 | -4.4% | 5,465 | -0.5% | 0.36% | -1.6% |
| Q2 2023 | $368,522 | +2.5% | 5,493 | +0.2% | 0.36% | -4.5% |
| Q1 2023 | $359,393 | -3.5% | 5,480 | -2.8% | 0.38% | -1.8% |
| Q4 2022 | $372,265 | -10.9% | 5,639 | -21.1% | 0.39% | -17.6% |
| Q3 2022 | $418,000 | -7.1% | 7,147 | -0.8% | 0.47% | +0.4% |
| Q2 2022 | $450,000 | -12.6% | 7,204 | -0.1% | 0.47% | +23.1% |
| Q1 2022 | $515,000 | -4.1% | 7,213 | -1.7% | 0.38% | +0.3% |
| Q4 2021 | $537,000 | +16.0% | 7,339 | +7.0% | 0.38% | +7.3% |
| Q3 2021 | $463,000 | +10.8% | 6,862 | +12.3% | 0.35% | +10.3% |
| Q2 2021 | $418,000 | +5.0% | 6,111 | +0.2% | 0.32% | -3.3% |
| Q1 2021 | $398,000 | +9.9% | 6,098 | +0.2% | 0.33% | 0.0% |
| Q4 2020 | $362,000 | +12.4% | 6,087 | -1.4% | 0.33% | -2.4% |
| Q3 2020 | $322,000 | +2.5% | 6,175 | -1.5% | 0.34% | -6.3% |
| Q2 2020 | $314,000 | +7.2% | 6,271 | -5.3% | 0.36% | +7.7% |
| Q1 2020 | $293,000 | -31.4% | 6,619 | -6.9% | 0.34% | -16.4% |
| Q4 2019 | $427,000 | – | 7,111 | – | 0.40% | – |
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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% |