SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,376 | -28.2% | 192 | -25.3% | 0.00% | 0.0% |
| Q2 2023 | $17,242 | +2.3% | 257 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $16,854 | -0.7% | 257 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $16,967 | +13.1% | 257 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $15,000 | -6.2% | 257 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $16,000 | -11.1% | 257 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $18,000 | -5.3% | 257 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +280.0% | 257 | +242.7% | 0.00% | +100.0% |
| Q3 2021 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | -37.5% | 75 | -36.4% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 118 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 118 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +50.0% | 118 | +57.3% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -40.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | – | 75 | – | 0.00% | – |
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% |