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 2022 | $248,000 | -20.5% | 4,246 | -15.0% | 0.02% | -11.1% |
| Q2 2022 | $312,000 | -12.6% | 4,996 | 0.0% | 0.03% | -3.6% |
| Q1 2022 | $357,000 | -2.7% | 4,996 | -0.3% | 0.03% | -3.4% |
| Q4 2021 | $367,000 | +43.9% | 5,011 | -13.0% | 0.03% | -23.7% |
| Q1 2020 | $255,000 | -18.0% | 5,758 | +11.4% | 0.04% | -2.6% |
| Q4 2019 | $311,000 | +5.4% | 5,169 | -0.5% | 0.04% | -2.5% |
| Q3 2019 | $295,000 | -2.3% | 5,194 | -3.4% | 0.04% | -4.8% |
| Q2 2019 | $302,000 | -19.7% | 5,375 | -21.8% | 0.04% | -22.2% |
| Q1 2019 | $376,000 | 0.0% | 6,875 | -9.8% | 0.05% | -10.0% |
| Q4 2018 | $376,000 | -16.8% | 7,622 | -5.5% | 0.06% | -11.8% |
| Q3 2018 | $452,000 | +25.6% | 8,066 | +19.0% | 0.07% | +19.3% |
| Q2 2018 | $360,000 | +6.5% | 6,781 | +6.0% | 0.06% | +3.6% |
| Q1 2018 | $338,000 | -0.6% | 6,400 | +3.0% | 0.06% | +1.9% |
| Q4 2017 | $340,000 | -1.4% | 6,215 | -6.5% | 0.05% | -8.5% |
| Q3 2017 | $345,000 | +6.5% | 6,649 | +3.1% | 0.06% | +3.5% |
| Q2 2017 | $324,000 | +1.2% | 6,450 | +0.1% | 0.06% | -1.7% |
| Q1 2017 | $320,000 | +5.6% | 6,446 | +2.3% | 0.06% | 0.0% |
| Q4 2016 | $303,000 | -2.6% | 6,298 | -7.8% | 0.06% | -3.3% |
| Q3 2016 | $311,000 | +1.6% | 6,830 | +0.0% | 0.06% | 0.0% |
| Q2 2016 | $306,000 | +2.3% | 6,827 | -1.3% | 0.06% | -1.6% |
| Q1 2016 | $299,000 | +5.7% | 6,920 | +3.8% | 0.06% | +1.7% |
| Q4 2015 | $283,000 | +6.8% | 6,668 | +0.1% | 0.06% | 0.0% |
| Q3 2015 | $265,000 | +13.2% | 6,664 | +22.5% | 0.06% | +17.6% |
| Q2 2015 | $234,000 | -0.4% | 5,441 | 0.0% | 0.05% | -1.9% |
| Q1 2015 | $235,000 | -2.1% | 5,441 | 0.0% | 0.05% | -3.7% |
| Q4 2014 | $240,000 | 0.0% | 5,441 | -3.2% | 0.05% | -3.6% |
| Q3 2014 | $240,000 | -0.4% | 5,620 | 0.0% | 0.06% | 0.0% |
| Q2 2014 | $241,000 | +3.9% | 5,620 | 0.0% | 0.06% | -1.8% |
| Q1 2014 | $232,000 | +4.5% | 5,620 | +3.3% | 0.06% | +1.8% |
| Q4 2013 | $222,000 | – | 5,440 | – | 0.06% | – |
Download | ||||||
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% |