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 | $1,759,629 | +0.3% | 27,298 | +4.4% | 1.27% | -14.1% |
| Q2 2023 | $1,754,336 | -6.0% | 26,149 | -8.1% | 1.48% | -10.0% |
| Q1 2023 | $1,866,866 | -10.5% | 28,467 | -9.9% | 1.64% | -17.4% |
| Q4 2022 | $2,086,000 | +19.4% | 31,603 | +5.8% | 1.98% | +3.9% |
| Q3 2022 | $1,747,000 | +3.5% | 29,858 | +10.4% | 1.91% | +12.8% |
| Q2 2022 | $1,688,000 | +191.0% | 27,049 | +233.0% | 1.69% | +189.1% |
| Q1 2022 | $580,000 | +7.6% | 8,122 | +10.4% | 0.58% | +12.9% |
| Q4 2021 | $539,000 | – | 7,357 | – | 0.52% | – |
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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% |