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 2022 | $373,553 | -6.0% | 6,384 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $397,313 | -11.4% | 6,365 | +1.3% | 0.02% | +6.7% |
| Q1 2022 | $448,401 | -4.5% | 6,281 | -2.1% | 0.02% | -6.2% |
| Q4 2021 | $469,633 | +11.0% | 6,414 | +2.3% | 0.02% | 0.0% |
| Q3 2021 | $423,167 | -0.1% | 6,271 | +1.2% | 0.02% | 0.0% |
| Q2 2021 | $423,552 | +12.3% | 6,195 | +7.2% | 0.02% | 0.0% |
| Q1 2021 | $377,318 | +139.3% | 5,780 | +118.2% | 0.02% | +100.0% |
| Q4 2020 | $157,695 | -45.2% | 2,649 | -51.9% | 0.01% | -52.9% |
| Q3 2020 | $287,515 | +22.2% | 5,509 | +17.3% | 0.02% | +13.3% |
| Q2 2020 | $235,266 | +19.9% | 4,695 | +5.9% | 0.02% | -6.2% |
| Q1 2020 | $196,293 | -35.5% | 4,434 | -12.4% | 0.02% | -27.3% |
| Q4 2019 | $304,207 | +12.5% | 5,060 | +6.1% | 0.02% | 0.0% |
| Q3 2019 | $270,489 | +4.4% | 4,768 | +3.3% | 0.02% | 0.0% |
| Q2 2019 | $259,086 | +46.4% | 4,615 | +42.7% | 0.02% | +29.4% |
| Q1 2019 | $176,974 | +1319.2% | 3,233 | +1177.9% | 0.02% | +750.0% |
| Q4 2018 | $12,470 | -92.9% | 253 | -92.0% | 0.00% | -90.0% |
| Q3 2018 | $176,259 | +4.7% | 3,143 | -0.8% | 0.02% | -13.0% |
| Q2 2018 | $168,284 | -6.8% | 3,168 | -7.3% | 0.02% | -14.8% |
| Q1 2018 | $180,607 | -80.9% | 3,418 | -80.2% | 0.03% | -82.0% |
| Q4 2017 | $946,119 | – | 17,306 | – | 0.15% | – |
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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% |