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 | $674,058 | -6.0% | 10,457 | -2.2% | 0.24% | +2.6% |
| Q2 2023 | $717,125 | -34.0% | 10,689 | -35.5% | 0.23% | -41.9% |
| Q1 2023 | $1,086,661 | -38.4% | 16,570 | -38.0% | 0.40% | -42.0% |
| Q4 2022 | $1,763,460 | -8.3% | 26,711 | -18.8% | 0.70% | -10.9% |
| Q3 2022 | $1,924,000 | -11.4% | 32,888 | -5.5% | 0.78% | -8.9% |
| Q2 2022 | $2,172,000 | -16.5% | 34,793 | -4.5% | 0.86% | -11.2% |
| Q1 2022 | $2,601,000 | -19.8% | 36,436 | -17.7% | 0.96% | -26.0% |
| Q4 2021 | $3,242,000 | +5.9% | 44,271 | -2.4% | 1.30% | -26.1% |
| Q3 2021 | $3,062,000 | -2.8% | 45,372 | -6.0% | 1.76% | -7.7% |
| Q2 2021 | $3,150,000 | 0.0% | 48,261 | 0.0% | 1.91% | -3.1% |
| Q1 2021 | $3,150,000 | +11.4% | 48,261 | +1.6% | 1.97% | -3.4% |
| Q4 2020 | $2,828,000 | – | 47,509 | – | 2.04% | – |
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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% |