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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,324 | +266.2% | 112 | +194.7% | 0.00% | +300.0% |
| Q3 2022 | $2,000 | -98.0% | 38 | -97.6% | 0.00% | -98.4% |
| Q2 2022 | $98,000 | -36.4% | 1,560 | -27.5% | 0.06% | -28.7% |
| Q1 2022 | $154,000 | -2.5% | 2,152 | -7.0% | 0.09% | -11.2% |
| Q2 2021 | $158,000 | +4.6% | 2,315 | +0.3% | 0.10% | -13.3% |
| Q1 2021 | $151,000 | -20.1% | 2,307 | -27.2% | 0.11% | -28.9% |
| Q4 2020 | $189,000 | – | 3,169 | – | 0.16% | – |
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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% |