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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,288 | +14.3% | 277 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -5.9% | 277 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -15.0% | 277 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | 0.0% | 277 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | 0.0% | 277 | -4.8% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | +5.3% | 291 | +5.1% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 277 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | -47.1% | 277 | -52.0% | 0.00% | -50.0% |
| Q4 2020 | $34,000 | +13.3% | 577 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 577 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | -6.5% | 577 | -17.8% | 0.00% | -33.3% |
| Q1 2020 | $31,000 | -35.4% | 702 | -12.5% | 0.00% | 0.0% |
| Q4 2019 | $48,000 | +6.7% | 802 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $45,000 | 0.0% | 802 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $45,000 | +2.3% | 802 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $44,000 | 0.0% | 802 | -11.1% | 0.00% | -25.0% |
| Q4 2018 | $44,000 | -13.7% | 902 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $51,000 | +6.2% | 902 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $48,000 | 0.0% | 902 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $48,000 | -2.0% | 902 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $49,000 | +53.1% | 902 | +44.3% | 0.00% | +33.3% |
| Q3 2017 | $32,000 | +3.2% | 625 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $31,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | +3.3% | 625 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $30,000 | +7.1% | 625 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $28,000 | +3.7% | 625 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $27,000 | -62.5% | 625 | -62.9% | 0.00% | -66.7% |
| Q4 2015 | $72,000 | +7.5% | 1,685 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $67,000 | +6.3% | 1,685 | +15.4% | 0.01% | +12.5% |
| Q2 2015 | $63,000 | 0.0% | 1,460 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $63,000 | +103.2% | 1,460 | +108.6% | 0.01% | +100.0% |
| Q4 2014 | $31,000 | +3.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $30,000 | – | 700 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,297,083 | $374,865,000 | 19.29% |
| Treybourne Wealth Planners, Inc. | 366,639 | $21,826,000 | 15.72% |
| APPLETON GROUP, LLC | 254,812 | $15,169,000 | 14.80% |
| Mokosak Advisory Group, LLC | 482,360 | $28,720,000 | 13.72% |
| Reby Advisors, LLC | 792,867 | $47,199,000 | 12.36% |
| BALLAST ADVISORS LLC | 363,562 | $21,643,000 | 11.15% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 272,604 | $16,228,000 | 9.64% |
| GenWealth Group, Inc. | 459,420 | $27,349,000 | 9.06% |
| Northern Capital Management, Inc. | 154,928 | $9,223,000 | 8.98% |
| Krilogy Financial LLC | 1,199,885 | $71,429,000 | 8.57% |