SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,392,563 | -15.6% | 99,171 | -12.1% | 2.15% | -9.1% |
| Q2 2023 | $7,569,698 | -0.2% | 112,829 | -2.4% | 2.36% | -4.3% |
| Q1 2023 | $7,581,376 | -1.1% | 115,605 | -0.4% | 2.47% | -7.1% |
| Q4 2022 | $7,664,998 | +12.9% | 116,101 | +0.0% | 2.66% | -10.2% |
| Q3 2022 | $6,791,000 | -41.1% | 116,099 | -37.2% | 2.96% | -43.5% |
| Q2 2022 | $11,536,000 | – | 184,816 | – | 5.24% | – |
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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% |