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 | $536,114 | +0.5% | 8,317 | +4.6% | 0.07% | +6.2% |
| Q2 2023 | $533,366 | +13.8% | 7,950 | +11.2% | 0.06% | +3.2% |
| Q1 2023 | $468,766 | -20.1% | 7,148 | -19.6% | 0.06% | -25.9% |
| Q4 2022 | $587,050 | -35.0% | 8,892 | -42.4% | 0.08% | -36.6% |
| Q3 2022 | $903,000 | -4.8% | 15,425 | +1.5% | 0.13% | -2.9% |
| Q2 2022 | $949,000 | +159.3% | 15,202 | +196.3% | 0.14% | +236.6% |
| Q1 2022 | $366,000 | +22.4% | 5,131 | +25.7% | 0.04% | +41.4% |
| Q4 2021 | $299,000 | +27.2% | 4,082 | +17.0% | 0.03% | +31.8% |
| Q3 2021 | $235,000 | -1.7% | 3,489 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $239,000 | – | 3,489 | – | 0.02% | – |
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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% |