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 ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |