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 | $2,613,002 | -5.5% | 40,537 | -1.7% | 0.15% | -2.0% |
| Q2 2023 | $2,766,228 | +0.9% | 41,232 | -1.4% | 0.15% | -5.0% |
| Q1 2023 | $2,741,600 | -1.0% | 41,805 | -0.3% | 0.16% | -6.4% |
| Q4 2022 | $2,768,829 | +11.3% | 41,939 | -1.3% | 0.17% | +1.2% |
| Q3 2022 | $2,487,000 | -9.9% | 42,501 | -3.9% | 0.17% | -6.6% |
| Q2 2022 | $2,760,000 | -13.8% | 44,223 | -1.4% | 0.18% | +3.4% |
| Q1 2022 | $3,201,000 | -6.4% | 44,845 | -4.0% | 0.18% | +2.3% |
| Q4 2021 | $3,421,000 | +7.6% | 46,718 | -0.8% | 0.17% | -1.1% |
| Q3 2021 | $3,178,000 | -1.5% | 47,092 | -0.2% | 0.17% | -2.8% |
| Q2 2021 | $3,227,000 | +7.4% | 47,199 | +2.6% | 0.18% | -0.6% |
| Q1 2021 | $3,004,000 | +10.9% | 46,019 | +1.1% | 0.18% | +5.3% |
| Q4 2020 | $2,709,000 | +14.5% | 45,502 | +0.4% | 0.17% | -1.7% |
| Q3 2020 | $2,365,000 | -3.0% | 45,311 | -6.8% | 0.17% | -10.3% |
| Q2 2020 | $2,437,000 | +5.8% | 48,626 | -6.5% | 0.19% | -12.6% |
| Q1 2020 | $2,303,000 | -36.4% | 52,011 | -13.6% | 0.22% | -14.6% |
| Q4 2019 | $3,619,000 | +5.4% | 60,190 | -0.6% | 0.26% | -3.3% |
| Q3 2019 | $3,435,000 | -20.1% | 60,558 | -21.0% | 0.27% | -19.9% |
| Q2 2019 | $4,301,000 | -6.5% | 76,616 | -8.8% | 0.34% | -9.7% |
| Q1 2019 | $4,599,000 | +8.3% | 84,008 | -2.5% | 0.37% | -7.5% |
| Q4 2018 | $4,248,000 | -13.9% | 86,181 | -2.1% | 0.40% | +1.5% |
| Q3 2018 | $4,936,000 | +11.9% | 88,011 | +6.0% | 0.40% | +4.8% |
| Q2 2018 | $4,411,000 | +7.2% | 83,032 | +6.6% | 0.38% | +2.2% |
| Q1 2018 | $4,115,000 | +7.6% | 77,870 | +11.3% | 0.37% | +7.9% |
| Q4 2017 | $3,826,000 | +26.8% | 69,981 | +20.1% | 0.34% | +14.3% |
| Q3 2017 | $3,018,000 | +24.6% | 58,245 | +20.7% | 0.30% | +21.5% |
| Q2 2017 | $2,422,000 | – | 48,250 | – | 0.25% | – |
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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% |