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 | $811,012 | -3.9% | 12,582 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $844,102 | +2.3% | 12,582 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $825,104 | -0.7% | 12,582 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $830,640 | +11.2% | 12,582 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $747,000 | -4.8% | 12,582 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $785,000 | -12.6% | 12,582 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $898,000 | -2.5% | 12,582 | +0.0% | 0.01% | 0.0% |
Q4 2021 | $921,000 | +8.7% | 12,581 | +0.2% | 0.01% | 0.0% |
Q3 2021 | $847,000 | -50.5% | 12,551 | -6.2% | 0.01% | 0.0% |
Q2 2021 | $1,712,000 | +164.6% | 13,380 | +34.9% | 0.01% | +25.0% |
Q1 2021 | $647,000 | – | 9,917 | – | 0.01% | – |
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% |