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 | $33,713 | -3.9% | 523 | 0.0% | 0.01% | -8.3% |
Q2 2023 | $35,088 | +2.3% | 523 | 0.0% | 0.01% | -7.7% |
Q1 2023 | $34,298 | +12.1% | 523 | 0.0% | 0.01% | -7.1% |
Q4 2022 | $30,601 | -1.3% | 523 | 0.0% | 0.01% | -6.7% |
Q3 2022 | $31,000 | +244.4% | 523 | +248.7% | 0.02% | +200.0% |
Q2 2022 | $9,000 | -18.2% | 150 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | -16.7% |
Q4 2021 | $11,000 | +10.0% | 150 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $10,000 | – | 150 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |