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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,158 | -3.9% | 5,355 | +0.0% | 0.39% | +1.5% |
| Q2 2023 | $359,144 | +2.3% | 5,353 | +0.0% | 0.39% | -4.2% |
| Q1 2023 | $350,972 | -0.6% | 5,352 | +0.0% | 0.40% | -3.1% |
| Q4 2022 | $353,240 | +12.9% | 5,350 | +0.0% | 0.42% | +5.8% |
| Q3 2022 | $313,000 | +29.9% | 5,349 | +38.3% | 0.40% | +45.2% |
| Q2 2022 | $241,000 | -23.0% | 3,867 | -15.4% | 0.27% | -13.4% |
| Q1 2022 | $313,000 | +0.6% | 4,570 | +7.2% | 0.31% | +11.0% |
| Q4 2021 | $311,000 | – | 4,262 | – | 0.28% | – |
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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% |