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 | $571,212 | -3.3% | 8,861 | +0.6% | 0.26% | -9.2% |
| Q2 2023 | $590,700 | -26.0% | 8,805 | -27.7% | 0.28% | -25.6% |
| Q1 2023 | $798,699 | -64.2% | 12,179 | -64.0% | 0.38% | -62.8% |
| Q4 2022 | $2,234,000 | +71.8% | 33,844 | +52.4% | 1.02% | +28.0% |
| Q3 2022 | $1,300,000 | -41.4% | 22,210 | -37.5% | 0.80% | -41.6% |
| Q2 2022 | $2,217,000 | +10.8% | 35,525 | +26.8% | 1.36% | +9.6% |
| Q1 2022 | $2,001,000 | – | 28,024 | – | 1.24% | – |
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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% |