American Trust - SCHWAB STRATEGIC TR ownership

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
American Trust ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$315,988
+18.7%
4,760
-9.5%
0.02%
+22.2%
Q1 2023$266,296
+3.6%
5,259
+0.8%
0.02%
-25.0%
Q4 2022$256,941
+14.7%
5,219
+46.1%
0.02%
+33.3%
Q2 2022$224,000
-28.9%
3,571
-19.0%
0.02%
-14.3%
Q1 2022$315,0004,4100.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 737,510$46,031,00021.97%
Northern Capital Management, Inc. 295,778$18,462,00017.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 643,350$40,158,00015.76%
Avantax Planning Partners, Inc. 5,043,942$314,843,00013.45%
BALLAST ADVISORS LLC 402,718$25,138,00011.30%
GenWealth Group, Inc. 489,488$30,554,0009.77%
MATHER GROUP, LLC. 6,813,154$425,277,0009.71%
Gemmer Asset Management LLC 988,564$61,706,0009.65%
IVC Wealth Advisors LLC 190,915$11,917,0009.22%
MARSHALL FINANCIAL GROUP INC /ADV 315,297$19,681,0008.94%
View complete list of SCHWAB STRATEGIC TR shareholders