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 | $448,544 | +94930.5% | 6,958 | -3.4% | 0.16% | -10.5% |
Q1 2023 | $472 | -99.9% | 7,203 | -16.2% | 0.18% | -12.6% |
Q3 2022 | $503,000 | -11.6% | 8,599 | -5.7% | 0.21% | -18.5% |
Q2 2022 | $569,000 | -14.4% | 9,117 | -2.1% | 0.25% | -5.2% |
Q1 2022 | $665,000 | -1.8% | 9,313 | +0.7% | 0.27% | +6.3% |
Q4 2021 | $677,000 | – | 9,246 | – | 0.25% | – |
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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% |