SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,150 | -9.6% | 7,992 | -5.9% | 0.34% | -8.6% |
| Q2 2023 | $569,872 | -2.1% | 8,494 | -4.3% | 0.37% | +2.5% |
| Q1 2023 | $582,313 | -13.9% | 8,879 | -13.3% | 0.36% | -18.9% |
| Q4 2022 | $676,207 | +6.7% | 10,242 | -5.5% | 0.44% | -1.3% |
| Q3 2022 | $634,000 | -11.0% | 10,836 | -4.9% | 0.45% | -17.4% |
| Q2 2022 | $712,000 | -13.5% | 11,400 | -1.1% | 0.55% | -4.2% |
| Q1 2022 | $823,000 | -2.3% | 11,531 | +0.3% | 0.57% | +0.2% |
| Q4 2021 | $842,000 | -8.8% | 11,502 | -16.0% | 0.57% | -29.8% |
| Q3 2021 | $923,000 | -2.9% | 13,685 | -1.6% | 0.81% | -17.0% |
| Q2 2021 | $951,000 | – | 13,903 | – | 0.98% | – |
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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% |