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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,301,244 | +2.5% | 82,241 | +6.7% | 5.07% | -0.3% |
| Q2 2023 | $5,170,413 | +5.7% | 77,067 | +3.3% | 5.08% | -5.8% |
| Q1 2023 | $4,892,585 | -12.3% | 74,605 | -11.7% | 5.39% | -19.4% |
| Q4 2022 | $5,577,814 | +159.2% | 84,487 | +129.7% | 6.70% | +166.0% |
| Q3 2022 | $2,152,000 | +47.3% | 36,778 | +57.1% | 2.52% | +80.2% |
| Q2 2022 | $1,461,000 | -23.1% | 23,405 | -12.0% | 1.40% | -5.2% |
| Q1 2022 | $1,900,000 | +46.3% | 26,611 | +50.0% | 1.47% | +64.5% |
| Q4 2021 | $1,299,000 | – | 17,740 | – | 0.90% | – |
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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% |