SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,663,905 | -2.7% | 41,326 | +1.3% | 0.00% | -20.0% |
| Q2 2023 | $2,736,885 | -11.1% | 40,794 | -13.1% | 0.01% | 0.0% |
| Q1 2023 | $3,078,595 | +5.6% | 46,944 | +6.4% | 0.01% | 0.0% |
| Q4 2022 | $2,914,198 | +3.8% | 44,141 | -8.0% | 0.01% | 0.0% |
| Q3 2022 | $2,808,000 | -10.7% | 47,982 | -4.7% | 0.01% | -16.7% |
| Q2 2022 | $3,144,000 | -6.4% | 50,367 | +7.0% | 0.01% | +20.0% |
| Q1 2022 | $3,359,000 | +40.1% | 47,050 | +43.7% | 0.01% | +25.0% |
| Q4 2021 | $2,397,000 | +31.3% | 32,734 | +21.0% | 0.00% | +33.3% |
| Q3 2021 | $1,826,000 | +3.8% | 27,062 | +5.2% | 0.00% | 0.0% |
| Q2 2021 | $1,759,000 | +33.3% | 25,735 | +27.2% | 0.00% | +50.0% |
| Q1 2021 | $1,320,000 | +4.9% | 20,226 | -4.3% | 0.00% | 0.0% |
| Q4 2020 | $1,258,000 | +58.4% | 21,137 | +38.9% | 0.00% | 0.0% |
| Q3 2020 | $794,000 | +0.8% | 15,213 | -3.3% | 0.00% | 0.0% |
| Q2 2020 | $788,000 | -4.4% | 15,738 | -15.4% | 0.00% | 0.0% |
| Q1 2020 | $824,000 | -29.1% | 18,612 | -3.7% | 0.00% | 0.0% |
| Q4 2019 | $1,162,000 | – | 19,330 | – | 0.00% | – |
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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% |