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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,161,000 | +707.2% | 139,476 | +760.9% | 23.30% | +296.1% |
| Q2 2022 | $1,011,000 | -90.2% | 16,201 | -88.7% | 5.88% | -58.9% |
| Q1 2022 | $10,280,000 | -49.8% | 143,997 | -48.5% | 14.31% | -30.3% |
| Q4 2021 | $20,467,000 | +5.3% | 279,528 | -3.0% | 20.53% | +22.7% |
| Q3 2021 | $19,441,000 | -1.8% | 288,103 | -0.5% | 16.73% | +10.1% |
| Q2 2021 | $19,798,000 | +6.8% | 289,572 | +2.0% | 15.20% | -37.3% |
| Q1 2021 | $18,533,000 | +22.2% | 283,900 | +11.4% | 24.24% | +63.7% |
| Q4 2020 | $15,169,000 | +1725.4% | 254,812 | +1499.6% | 14.80% | +1037.7% |
| Q3 2020 | $831,000 | -92.4% | 15,930 | -92.7% | 1.30% | -90.1% |
| Q2 2020 | $10,945,000 | +1665.3% | 218,419 | +1460.2% | 13.18% | +321.1% |
| Q1 2020 | $620,000 | -94.3% | 13,999 | -92.3% | 3.13% | -77.3% |
| Q4 2019 | $10,885,000 | +3.8% | 181,058 | -2.1% | 13.81% | +13.5% |
| Q3 2019 | $10,487,000 | -4.1% | 184,856 | -5.1% | 12.18% | -0.3% |
| Q2 2019 | $10,941,000 | +4.9% | 194,882 | +2.3% | 12.21% | +21.6% |
| Q1 2019 | $10,432,000 | +4.6% | 190,578 | +7.2% | 10.05% | -4.9% |
| Q3 2018 | $9,970,000 | +2251.4% | 177,788 | +2126.2% | 10.56% | +1796.4% |
| Q2 2018 | $424,000 | -95.3% | 7,986 | -95.3% | 0.56% | -94.6% |
| Q1 2018 | $9,037,000 | +1.8% | 171,026 | +5.3% | 10.38% | +18.0% |
| Q4 2017 | $8,878,000 | +8.8% | 162,389 | +3.1% | 8.80% | +0.5% |
| Q3 2017 | $8,160,000 | +3.2% | 157,461 | -0.1% | 8.76% | -2.0% |
| Q2 2017 | $7,909,000 | +1.1% | 157,553 | +0.1% | 8.94% | -1.0% |
| Q1 2017 | $7,821,000 | +0.4% | 157,420 | -2.9% | 9.04% | -12.2% |
| Q4 2016 | $7,793,000 | +140.6% | 162,050 | +127.9% | 10.29% | +163.4% |
| Q3 2016 | $3,239,000 | +1211.3% | 71,092 | +1136.8% | 3.91% | +1290.7% |
| Q2 2015 | $247,000 | +2.1% | 5,748 | +2.9% | 0.28% | +9.3% |
| Q1 2015 | $242,000 | +10.0% | 5,584 | +11.9% | 0.26% | -3.4% |
| Q4 2014 | $220,000 | +7.3% | 4,992 | +4.0% | 0.27% | +2.7% |
| Q3 2014 | $205,000 | +1.0% | 4,801 | +1.4% | 0.26% | +15.1% |
| Q2 2014 | $203,000 | – | 4,735 | – | 0.22% | – |
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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% |