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 | $896,087 | -7.3% | 14,374 | -0.2% | 0.22% | +16.1% |
| Q2 2023 | $966,311 | -6.6% | 14,403 | -8.7% | 0.19% | -12.7% |
| Q1 2023 | $1,034,243 | +2.3% | 15,771 | +3.0% | 0.22% | -3.9% |
| Q4 2022 | $1,010,525 | -11.0% | 15,306 | -21.1% | 0.23% | -20.2% |
| Q3 2022 | $1,135,000 | -6.4% | 19,400 | -0.1% | 0.29% | -4.7% |
| Q2 2022 | $1,213,000 | -12.2% | 19,427 | +0.3% | 0.30% | -1.3% |
| Q1 2022 | $1,382,000 | +0.4% | 19,364 | +3.1% | 0.30% | +1.7% |
| Q4 2021 | $1,376,000 | +8.8% | 18,786 | +0.2% | 0.30% | +1.7% |
| Q3 2021 | $1,265,000 | +105.0% | 18,741 | +107.7% | 0.30% | +116.9% |
| Q2 2021 | $617,000 | +24.9% | 9,022 | +19.1% | 0.14% | +13.3% |
| Q1 2021 | $494,000 | +17.6% | 7,575 | +7.4% | 0.12% | +6.2% |
| Q4 2020 | $420,000 | +61.5% | 7,056 | +41.4% | 0.11% | +29.9% |
| Q3 2020 | $260,000 | +5.3% | 4,989 | +1.3% | 0.09% | -10.3% |
| Q2 2020 | $247,000 | – | 4,926 | – | 0.10% | – |
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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% |