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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $749,000 | -13.3% | 12,000 | -0.8% | 0.20% | +46.4% |
| Q1 2022 | $864,000 | -27.3% | 12,102 | -31.3% | 0.14% | -37.3% |
| Q3 2021 | $1,189,000 | -16.6% | 17,620 | -15.5% | 0.22% | -23.1% |
| Q2 2021 | $1,426,000 | -9.1% | 20,858 | -13.2% | 0.29% | -35.7% |
| Q1 2021 | $1,568,000 | +9.0% | 24,021 | -0.6% | 0.44% | -4.1% |
| Q4 2020 | $1,439,000 | -83.3% | 24,169 | -85.9% | 0.46% | -87.0% |
| Q3 2020 | $8,612,000 | – | 171,853 | – | 3.56% | – |
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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% |