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 | $11,758,793 | -4.4% | 182,420 | -0.5% | 7.17% | -3.3% |
Q2 2023 | $12,295,651 | +2.4% | 183,271 | +0.1% | 7.42% | -5.6% |
Q1 2023 | $12,012,354 | +2.4% | 183,171 | +3.1% | 7.86% | -4.3% |
Q4 2022 | $11,731,754 | +5.2% | 177,700 | -6.8% | 8.21% | -1.0% |
Q3 2022 | $11,156,000 | -7.8% | 190,665 | -1.6% | 8.30% | -2.7% |
Q2 2022 | $12,097,000 | -14.7% | 193,800 | -2.4% | 8.52% | -0.9% |
Q1 2022 | $14,174,000 | +1.3% | 198,547 | +3.9% | 8.60% | +3.5% |
Q4 2021 | $13,993,000 | +14.9% | 191,112 | +5.9% | 8.31% | +7.1% |
Q3 2021 | $12,174,000 | -1.6% | 180,415 | -0.3% | 7.76% | -0.6% |
Q2 2021 | $12,367,000 | +8.2% | 180,880 | +3.3% | 7.81% | +0.5% |
Q1 2021 | $11,430,000 | +16.0% | 175,099 | +5.8% | 7.77% | +8.7% |
Q4 2020 | $9,851,000 | – | 165,483 | – | 7.15% | – |
Download |
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% |