SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,960 | -38.2% | 139 | -35.6% | 0.00% | – |
| Q2 2023 | $14,491 | -99.7% | 216 | -99.7% | 0.00% | – |
| Q1 2023 | $4,955,339 | -25.7% | 75,562 | -25.2% | 0.00% | – |
| Q4 2022 | $6,669,178 | +5.0% | 101,018 | -6.9% | 0.00% | – |
| Q3 2022 | $6,351,000 | -8.7% | 108,547 | -2.6% | 0.00% | – |
| Q2 2022 | $6,959,000 | -36.7% | 111,478 | -27.6% | 0.00% | – |
| Q1 2022 | $10,987,000 | -6.0% | 153,902 | -3.6% | 0.00% | – |
| Q4 2021 | $11,685,000 | +3.4% | 159,589 | -4.7% | 0.00% | – |
| Q3 2021 | $11,297,000 | -4.2% | 167,411 | -2.9% | 0.00% | – |
| Q2 2021 | $11,790,000 | +0.6% | 172,444 | -4.0% | 0.00% | – |
| Q1 2021 | $11,722,000 | +4.7% | 179,557 | -4.5% | 0.00% | – |
| Q4 2020 | $11,198,000 | +9.5% | 188,100 | -4.0% | 0.00% | – |
| Q3 2020 | $10,226,000 | -2.9% | 195,938 | -6.8% | 0.00% | – |
| Q2 2020 | $10,530,000 | +1.5% | 210,132 | -10.3% | 0.00% | -100.0% |
| Q1 2020 | $10,370,000 | -48.5% | 234,246 | -30.1% | 0.00% | 0.0% |
| Q4 2019 | $20,137,000 | -4.3% | 334,951 | -9.7% | 0.00% | 0.0% |
| Q3 2019 | $21,033,000 | -4.6% | 370,752 | -5.6% | 0.00% | 0.0% |
| Q2 2019 | $22,055,000 | -6.0% | 392,859 | -8.4% | 0.00% | 0.0% |
| Q1 2019 | $23,470,000 | -30.2% | 428,764 | -37.2% | 0.00% | -50.0% |
| Q4 2018 | $33,644,000 | -17.0% | 682,570 | -5.6% | 0.00% | 0.0% |
| Q3 2018 | $40,557,000 | +1.0% | 723,212 | -4.4% | 0.00% | 0.0% |
| Q2 2018 | $40,173,000 | -2.4% | 756,265 | -2.9% | 0.00% | 0.0% |
| Q1 2018 | $41,171,000 | -5.1% | 779,158 | -1.8% | 0.00% | 0.0% |
| Q4 2017 | $43,391,000 | +10.9% | 793,684 | +5.1% | 0.00% | 0.0% |
| Q3 2017 | $39,132,000 | +1.9% | 755,157 | -1.3% | 0.00% | 0.0% |
| Q2 2017 | $38,398,000 | +2.6% | 764,908 | +1.5% | 0.00% | 0.0% |
| Q1 2017 | $37,440,000 | +3.0% | 753,621 | -0.3% | 0.00% | -96.1% |
| Q4 2016 | $36,363,000 | +5.6% | 756,142 | +0.1% | 0.05% | +4.1% |
| Q3 2016 | $34,427,000 | +6.6% | 755,639 | +4.8% | 0.05% | 0.0% |
| Q2 2016 | $32,307,000 | +11.5% | 721,309 | +7.6% | 0.05% | +4.3% |
| Q1 2016 | $28,965,000 | +23.8% | 670,475 | +21.7% | 0.05% | +38.2% |
| Q4 2015 | $23,390,000 | – | 551,140 | – | 0.03% | – |
Download | ||||||
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% |