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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $115,000 | -12.9% | 1,845 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $132,000 | +15.8% | 1,845 | +18.1% | 0.00% | +33.3% |
Q4 2021 | $114,000 | +1800.0% | 1,562 | +1716.3% | 0.00% | – |
Q1 2021 | $6,000 | +20.0% | 86 | 0.0% | 0.00% | – |
Q4 2020 | $5,000 | -85.3% | 86 | -87.0% | 0.00% | -100.0% |
Q3 2020 | $34,000 | +3.0% | 661 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $33,000 | +13.8% | 661 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $29,000 | +163.6% | 661 | +269.3% | 0.00% | +100.0% |
Q4 2019 | $11,000 | -42.1% | 179 | -51.4% | 0.00% | 0.0% |
Q1 2018 | $19,000 | -26.9% | 368 | -21.4% | 0.00% | -50.0% |
Q4 2017 | $26,000 | +8.3% | 468 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $24,000 | +4.3% | 468 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $23,000 | – | 468 | – | 0.00% | – |
Download |
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% |