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 | $852,806 | +2.3% | 13,230 | +6.4% | 0.34% | +6.9% |
| Q2 2023 | $833,862 | +13.1% | 12,429 | +10.5% | 0.32% | +3.9% |
| Q1 2023 | $737,578 | +5.1% | 11,247 | +5.8% | 0.31% | +0.3% |
| Q4 2022 | $701,991 | +23.2% | 10,633 | +9.0% | 0.31% | +14.1% |
| Q3 2022 | $570,000 | -3.7% | 9,759 | +2.8% | 0.27% | +0.7% |
| Q2 2022 | $592,000 | -11.8% | 9,492 | +0.9% | 0.27% | +6.0% |
| Q1 2022 | $671,000 | -0.4% | 9,407 | +2.1% | 0.25% | +4.6% |
| Q4 2021 | $674,000 | +37.8% | 9,217 | +12.1% | 0.24% | +7.1% |
| Q3 2021 | $489,000 | -10.8% | 8,223 | +2.6% | 0.22% | +3.2% |
| Q2 2021 | $548,000 | +12.1% | 8,017 | +7.0% | 0.22% | +2.8% |
| Q1 2021 | $489,000 | 0.0% | 7,492 | -8.9% | 0.21% | -5.4% |
| Q4 2020 | $489,000 | -7.6% | 8,223 | -18.9% | 0.22% | -12.2% |
| Q3 2020 | $529,000 | +2.7% | 10,138 | -1.5% | 0.26% | -4.9% |
| Q2 2020 | $515,000 | +7.3% | 10,296 | -5.0% | 0.27% | -13.5% |
| Q1 2020 | $480,000 | -41.6% | 10,843 | -20.8% | 0.31% | -27.2% |
| Q4 2019 | $822,000 | +10.8% | 13,688 | +4.5% | 0.43% | +4.7% |
| Q3 2019 | $742,000 | +12.6% | 13,095 | +11.5% | 0.41% | +8.5% |
| Q2 2019 | $659,000 | +8.7% | 11,740 | +5.9% | 0.38% | -5.3% |
| Q1 2019 | $606,000 | +18.8% | 11,085 | +7.1% | 0.40% | +5.3% |
| Q4 2018 | $510,000 | -9.1% | 10,350 | +3.4% | 0.38% | +2.2% |
| Q3 2018 | $561,000 | +5.3% | 10,013 | -0.4% | 0.37% | -12.2% |
| Q2 2018 | $533,000 | +17.7% | 10,050 | +17.2% | 0.42% | +21.1% |
| Q1 2018 | $453,000 | +300.9% | 8,574 | +314.2% | 0.35% | +256.7% |
| Q4 2017 | $113,000 | – | 2,070 | – | 0.10% | – |
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% |