SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,622,000 | +5.1% | 63,125 | -3.1% | 0.34% | -8.3% |
| Q3 2021 | $4,396,000 | +2.6% | 65,143 | +3.9% | 0.37% | +7.8% |
| Q2 2021 | $4,286,000 | +4.4% | 62,692 | -0.3% | 0.35% | -4.1% |
| Q1 2021 | $4,106,000 | +7.9% | 62,897 | -1.6% | 0.36% | +1.4% |
| Q4 2020 | $3,806,000 | +14.3% | 63,931 | +0.2% | 0.36% | +0.3% |
| Q3 2020 | $3,329,000 | -3.9% | 63,779 | -7.7% | 0.36% | -13.0% |
| Q2 2020 | $3,463,000 | +17.4% | 69,116 | +3.7% | 0.41% | -4.2% |
| Q1 2020 | $2,951,000 | -31.1% | 66,661 | -6.4% | 0.43% | -12.3% |
| Q4 2019 | $4,284,000 | +6.1% | 71,251 | +0.1% | 0.49% | -1.8% |
| Q3 2019 | $4,039,000 | +1.4% | 71,200 | +0.3% | 0.50% | -0.6% |
| Q2 2019 | $3,985,000 | +8.1% | 70,979 | +5.4% | 0.50% | +4.2% |
| Q1 2019 | $3,687,000 | +52.7% | 67,357 | +37.5% | 0.48% | +36.1% |
| Q4 2018 | $2,415,000 | +2.4% | 49,003 | +16.5% | 0.35% | +12.5% |
| Q3 2018 | $2,359,000 | +39.7% | 42,072 | +32.3% | 0.31% | +30.4% |
| Q2 2018 | $1,689,000 | +8.7% | 31,791 | +8.1% | 0.24% | +10.6% |
| Q1 2018 | $1,554,000 | +11.6% | 29,417 | +15.5% | 0.22% | +9.6% |
| Q4 2017 | $1,392,000 | +53.8% | 25,460 | +45.8% | 0.20% | +45.6% |
| Q3 2017 | $905,000 | +9.0% | 17,461 | +5.6% | 0.14% | +7.1% |
| Q2 2017 | $830,000 | +10.1% | 16,531 | +8.9% | 0.13% | +5.0% |
| Q1 2017 | $754,000 | +12.4% | 15,185 | +8.8% | 0.12% | +4.3% |
| Q4 2016 | $671,000 | +14.5% | 13,958 | +8.6% | 0.12% | +11.5% |
| Q3 2016 | $586,000 | -1.0% | 12,853 | -2.7% | 0.10% | -4.6% |
| Q2 2016 | $592,000 | +6.9% | 13,215 | +3.1% | 0.11% | +14.7% |
| Q1 2016 | $554,000 | +39.9% | 12,821 | +37.3% | 0.10% | +35.7% |
| Q4 2015 | $396,000 | +45.6% | 9,339 | +36.9% | 0.07% | +42.9% |
| Q3 2015 | $272,000 | -5.2% | 6,820 | +2.2% | 0.05% | 0.0% |
| Q2 2015 | $287,000 | – | 6,672 | – | 0.05% | – |
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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% |