SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,307,804 | -0.1% | 94,020 | -2.3% | 6.09% | -2.0% |
| Q1 2023 | $6,313,287 | +30.5% | 96,268 | +16.5% | 6.21% | -11.7% |
| Q4 2022 | $4,835,959 | -0.0% | 82,653 | 0.0% | 7.04% | +0.0% |
| Q3 2022 | $4,836,000 | -1.8% | 82,653 | +4.5% | 7.04% | -0.3% |
| Q2 2022 | $4,923,000 | -11.2% | 79,109 | +1.5% | 7.06% | +2.2% |
| Q1 2022 | $5,541,000 | +5.0% | 77,963 | +8.3% | 6.90% | +32.6% |
| Q4 2021 | $5,279,000 | – | 72,020 | – | 5.20% | – |
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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% |