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 2023 | $536,050 | -3.9% | 8,316 | 0.0% | 0.14% | -2.8% |
| Q2 2023 | $557,921 | -10.6% | 8,316 | -12.6% | 0.14% | -11.2% |
| Q1 2023 | $623,994 | +8.6% | 9,515 | +9.4% | 0.16% | +5.9% |
| Q4 2022 | $574,374 | +2.9% | 8,700 | -8.7% | 0.15% | +1.3% |
| Q3 2022 | $558,000 | -6.2% | 9,531 | 0.0% | 0.15% | +2.7% |
| Q2 2022 | $595,000 | -16.2% | 9,531 | -4.2% | 0.15% | -10.4% |
| Q1 2022 | $710,000 | -2.7% | 9,944 | -0.2% | 0.16% | +1.2% |
| Q4 2021 | $730,000 | +8.6% | 9,964 | +0.1% | 0.16% | +1.3% |
| Q3 2021 | $672,000 | -3.9% | 9,954 | -2.7% | 0.16% | -2.5% |
| Q2 2021 | $699,000 | +4.6% | 10,229 | 0.0% | 0.16% | -0.6% |
| Q1 2021 | $668,000 | +14.0% | 10,229 | +4.0% | 0.16% | 0.0% |
| Q4 2020 | $586,000 | -49.7% | 9,837 | -55.9% | 0.16% | -58.1% |
| Q3 2020 | $1,165,000 | +6.8% | 22,318 | +2.5% | 0.39% | -0.8% |
| Q2 2020 | $1,091,000 | -41.2% | 21,770 | -48.1% | 0.39% | -51.8% |
| Q1 2020 | $1,856,000 | -30.5% | 41,925 | -5.7% | 0.82% | -17.6% |
| Q4 2019 | $2,672,000 | +0.6% | 44,451 | -5.0% | 0.99% | -1.1% |
| Q3 2019 | $2,656,000 | -2.9% | 46,815 | -3.9% | 1.00% | -2.0% |
| Q2 2019 | $2,735,000 | -5.5% | 48,712 | -7.8% | 1.02% | -8.9% |
| Q1 2019 | $2,893,000 | +3.0% | 52,852 | -7.3% | 1.12% | -14.3% |
| Q4 2018 | $2,810,000 | -23.5% | 57,000 | -13.0% | 1.31% | -8.7% |
| Q3 2018 | $3,673,000 | -1.7% | 65,501 | -6.9% | 1.44% | -7.8% |
| Q2 2018 | $3,738,000 | -26.5% | 70,374 | -26.8% | 1.56% | -31.2% |
| Q1 2018 | $5,083,000 | -18.1% | 96,192 | -15.3% | 2.26% | -18.6% |
| Q4 2017 | $6,210,000 | -9.1% | 113,588 | -13.8% | 2.78% | -12.3% |
| Q3 2017 | $6,830,000 | +20.7% | 131,801 | +17.0% | 3.17% | +16.5% |
| Q2 2017 | $5,657,000 | -1.3% | 112,688 | -2.3% | 2.72% | -5.6% |
| Q1 2017 | $5,729,000 | -7.9% | 115,325 | -10.8% | 2.88% | -24.8% |
| Q4 2016 | $6,221,000 | -0.1% | 129,359 | -5.4% | 3.83% | +7.6% |
| Q3 2016 | $6,228,000 | +3.4% | 136,704 | +0.1% | 3.56% | -5.8% |
| Q2 2016 | $6,025,000 | +5.7% | 136,580 | +2.0% | 3.78% | +14.4% |
| Q1 2016 | $5,698,000 | +67.4% | 133,954 | +59.6% | 3.30% | +60.0% |
| Q4 2015 | $3,403,000 | +22.5% | 83,908 | +15.5% | 2.07% | +17.3% |
| Q3 2015 | $2,778,000 | -15.0% | 72,642 | -4.4% | 1.76% | +13.2% |
| Q2 2015 | $3,268,000 | -1.4% | 75,954 | -0.9% | 1.56% | -3.5% |
| Q1 2015 | $3,316,000 | +32.1% | 76,632 | +34.6% | 1.61% | +24.3% |
| Q4 2014 | $2,511,000 | +3.7% | 56,938 | +0.3% | 1.30% | +13.5% |
| Q3 2014 | $2,421,000 | -4.3% | 56,771 | -3.9% | 1.14% | -1.2% |
| Q2 2014 | $2,529,000 | +0.6% | 59,054 | -3.2% | 1.16% | -1.5% |
| Q1 2014 | $2,513,000 | -7.3% | 60,988 | -8.4% | 1.18% | -8.8% |
| Q4 2013 | $2,711,000 | +8.9% | 66,559 | -0.3% | 1.29% | +5.6% |
| Q3 2013 | $2,489,000 | +2.9% | 66,741 | -0.2% | 1.22% | -7.1% |
| Q2 2013 | $2,420,000 | – | 66,856 | – | 1.31% | – |
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% |