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 | $1,589 | +14.0% | 24,654 | +18.6% | 1.06% | +16.6% |
| Q2 2023 | $1,394 | +7.0% | 20,785 | +4.6% | 0.90% | +0.2% |
| Q1 2023 | $1,303 | -0.2% | 19,866 | +0.4% | 0.90% | -9.2% |
| Q4 2022 | $1,306 | -99.8% | 19,787 | +49.4% | 1.00% | +59.7% |
| Q3 2022 | $775,000 | -3.1% | 13,243 | +3.4% | 0.62% | -15.4% |
| Q2 2022 | $800,000 | -12.3% | 12,811 | +2.2% | 0.74% | -0.4% |
| Q1 2022 | $912,000 | -0.4% | 12,540 | +0.2% | 0.74% | -3.3% |
| Q4 2021 | $916,000 | – | 12,514 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |