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 | $1,928,192 | -3.8% | 29,913 | +0.1% | 2.39% | -11.6% |
| Q2 2023 | $2,004,304 | +0.9% | 29,875 | -1.4% | 2.70% | -5.3% |
| Q1 2023 | $1,987,390 | -0.8% | 30,305 | -0.1% | 2.85% | -7.8% |
| Q4 2022 | $2,002,704 | -2.4% | 30,335 | -1.8% | 3.09% | +0.7% |
| Q2 2022 | $2,052,000 | -6.0% | 30,876 | +1.0% | 3.07% | +4.1% |
| Q1 2022 | $2,183,000 | -2.4% | 30,572 | +0.1% | 2.95% | +2.2% |
| Q4 2021 | $2,237,000 | +7.0% | 30,549 | -1.4% | 2.88% | -1.0% |
| Q3 2021 | $2,091,000 | -0.9% | 30,987 | +0.4% | 2.91% | -2.5% |
| Q2 2021 | $2,111,000 | +5.2% | 30,869 | +0.5% | 2.99% | -4.9% |
| Q1 2021 | $2,006,000 | – | 30,723 | – | 3.14% | – |
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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% |