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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $211,000 | -2.8% | 2,961 | 0.0% | 0.15% | +0.7% |
| Q4 2021 | $217,000 | -15.2% | 2,961 | -24.3% | 0.15% | -31.5% |
| Q1 2021 | $256,000 | +9.9% | 3,914 | 0.0% | 0.21% | +3.4% |
| Q4 2020 | $233,000 | +14.2% | 3,914 | 0.0% | 0.21% | 0.0% |
| Q3 2020 | $204,000 | -82.6% | 3,914 | -85.2% | 0.21% | -34.2% |
| Q1 2020 | $1,175,000 | +268.3% | 26,495 | +400.0% | 0.31% | -3.4% |
| Q4 2019 | $319,000 | +48.4% | 5,299 | +39.6% | 0.32% | +29.6% |
| Q3 2019 | $215,000 | +0.9% | 3,796 | 0.0% | 0.25% | -0.4% |
| Q2 2019 | $213,000 | +2.4% | 3,796 | 0.0% | 0.25% | -3.8% |
| Q1 2019 | $208,000 | -1.4% | 3,796 | -9.7% | 0.26% | +5.7% |
| Q2 2017 | $211,000 | +1.0% | 4,203 | 0.0% | 0.25% | -1.2% |
| Q1 2017 | $209,000 | -79.3% | 4,203 | -80.0% | 0.25% | +1.2% |
| Q4 2016 | $1,010,000 | – | 21,015 | – | 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% |