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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $326,469 | +9.6% | 4,945 | – | 0.12% | +7.0% |
| Q3 2022 | $298,000 | -6.3% | 0 | -100.0% | 0.11% | +7.5% |
| Q2 2022 | $318,000 | -12.4% | 5,088 | 0.0% | 0.11% | -3.6% |
| Q1 2022 | $363,000 | -2.9% | 5,088 | -0.5% | 0.11% | +1.9% |
| Q4 2021 | $374,000 | +11.0% | 5,114 | +2.4% | 0.11% | +4.9% |
| Q3 2021 | $337,000 | -44.8% | 4,996 | -44.1% | 0.10% | -44.0% |
| Q2 2021 | $611,000 | +106.4% | 8,940 | +79.9% | 0.18% | +85.9% |
| Q4 2020 | $296,000 | +14.3% | 4,970 | 0.0% | 0.10% | +1.0% |
| Q3 2020 | $259,000 | +4.0% | 4,970 | 0.0% | 0.10% | -2.0% |
| Q2 2020 | $249,000 | +13.2% | 4,970 | 0.0% | 0.10% | +6.4% |
| Q1 2020 | $220,000 | -27.2% | 4,970 | -0.9% | 0.09% | -3.1% |
| Q4 2019 | $302,000 | +6.0% | 5,017 | 0.0% | 0.10% | +3.2% |
| Q3 2019 | $285,000 | -10.7% | 5,017 | -11.7% | 0.09% | -15.3% |
| Q2 2019 | $319,000 | -5.6% | 5,682 | -8.1% | 0.11% | 0.0% |
| Q1 2019 | $338,000 | +9.7% | 6,180 | -1.2% | 0.11% | +3.7% |
| Q4 2018 | $308,000 | -12.3% | 6,255 | 0.0% | 0.11% | 0.0% |
| Q3 2018 | $351,000 | +18.6% | 6,255 | +12.4% | 0.11% | -23.0% |
| Q2 2018 | $296,000 | -10.6% | 5,567 | -11.0% | 0.14% | +33.7% |
| Q1 2018 | $331,000 | +4.4% | 6,255 | +7.9% | 0.10% | +5.1% |
| Q4 2017 | $317,000 | +0.3% | 5,798 | -5.0% | 0.10% | -2.0% |
| Q3 2017 | $316,000 | -10.2% | 6,103 | -13.0% | 0.10% | -15.8% |
| Q2 2017 | $352,000 | +18.9% | 7,012 | +17.8% | 0.12% | +17.6% |
| Q1 2017 | $296,000 | +3.5% | 5,952 | 0.0% | 0.10% | -1.0% |
| Q4 2016 | $286,000 | +3.6% | 5,952 | -1.9% | 0.10% | +5.1% |
| Q3 2016 | $276,000 | +1.5% | 6,067 | 0.0% | 0.10% | -1.0% |
| Q2 2016 | $272,000 | +1.1% | 6,067 | -2.5% | 0.10% | -1.0% |
| Q1 2016 | $269,000 | +1.9% | 6,220 | 0.0% | 0.10% | +11.1% |
| Q4 2015 | $264,000 | +6.5% | 6,220 | 0.0% | 0.09% | +1.1% |
| Q3 2015 | $248,000 | -7.5% | 6,220 | 0.0% | 0.09% | -2.2% |
| Q2 2015 | $268,000 | -2.5% | 6,220 | 0.0% | 0.09% | 0.0% |
| Q1 2015 | $275,000 | -1.4% | 6,220 | -2.6% | 0.09% | -3.2% |
| Q4 2014 | $279,000 | +2.6% | 6,383 | +3.2% | 0.09% | -5.1% |
| Q3 2014 | $272,000 | -4.9% | 6,183 | -7.5% | 0.10% | -6.6% |
| Q2 2014 | $286,000 | -13.6% | 6,683 | -16.8% | 0.11% | -18.5% |
| Q1 2014 | $331,000 | -24.6% | 8,033 | -25.5% | 0.13% | -24.4% |
| Q4 2013 | $439,000 | +3.5% | 10,788 | -5.1% | 0.17% | -7.0% |
| Q3 2013 | $424,000 | +0.5% | 11,372 | -2.5% | 0.18% | -7.0% |
| Q2 2013 | $422,000 | – | 11,658 | – | 0.20% | – |
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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% |