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 | $7,491,166 | -4.7% | 116,214 | -0.8% | 4.22% | -3.0% |
Q2 2023 | $7,858,015 | +1.4% | 117,126 | -0.9% | 4.35% | -5.9% |
Q1 2023 | $7,752,427 | -1.0% | 118,213 | -0.3% | 4.62% | -8.3% |
Q4 2022 | $7,829,928 | +11.9% | 118,599 | -0.8% | 5.04% | -0.9% |
Q3 2022 | $6,998,000 | -6.3% | 119,603 | -0.1% | 5.09% | -7.3% |
Q2 2022 | $7,471,000 | -15.3% | 119,695 | -3.1% | 5.49% | -1.5% |
Q1 2022 | $8,821,000 | -5.7% | 123,567 | -3.3% | 5.57% | -0.0% |
Q4 2021 | $9,355,000 | +5.4% | 127,769 | -2.8% | 5.57% | -2.6% |
Q3 2021 | $8,873,000 | -4.0% | 131,489 | -2.7% | 5.72% | -6.0% |
Q2 2021 | $9,241,000 | -1.3% | 135,166 | -3.6% | 6.08% | -4.8% |
Q1 2021 | $9,362,000 | +6.7% | 140,211 | -2.0% | 6.39% | -2.5% |
Q4 2020 | $8,772,000 | – | 143,012 | – | 6.55% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |