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 | $1,452,026 | +99353.8% | 22,526 | +3.5% | 0.53% | +10.4% |
| Q2 2023 | $1,460 | +16.5% | 21,766 | +13.9% | 0.48% | +21.2% |
| Q1 2023 | $1,253 | +10.0% | 19,102 | +10.7% | 0.40% | +5.9% |
| Q4 2022 | $1,139 | -99.9% | 17,250 | -1.2% | 0.38% | +1.1% |
| Q3 2022 | $1,022,000 | +1.6% | 17,460 | +8.4% | 0.37% | +8.2% |
| Q2 2022 | $1,006,000 | +19.3% | 16,113 | +36.4% | 0.34% | +36.7% |
| Q1 2022 | $843,000 | -3.0% | 11,810 | -0.5% | 0.25% | -2.0% |
| Q4 2021 | $869,000 | +9.2% | 11,868 | +0.6% | 0.26% | +7.6% |
| Q3 2021 | $796,000 | -6.9% | 11,802 | -5.6% | 0.24% | -5.9% |
| Q2 2021 | $855,000 | -5.4% | 12,503 | -9.8% | 0.25% | -5.2% |
| Q1 2021 | $904,000 | +9.7% | 13,854 | +0.0% | 0.27% | +8.5% |
| Q4 2020 | $824,000 | +14.3% | 13,849 | +0.2% | 0.25% | +0.4% |
| Q3 2020 | $721,000 | +28.1% | 13,824 | +23.1% | 0.24% | +21.3% |
| Q2 2020 | $563,000 | +38.0% | 11,233 | +22.0% | 0.20% | +18.8% |
| Q1 2020 | $408,000 | -19.2% | 9,205 | +9.6% | 0.17% | -6.1% |
| Q4 2019 | $505,000 | +2.0% | 8,397 | -4.8% | 0.18% | -8.6% |
| Q2 2019 | $495,000 | -0.8% | 8,818 | -3.2% | 0.20% | -11.6% |
| Q1 2019 | $499,000 | -88.2% | 9,111 | +6.3% | 0.22% | +11.4% |
| Q4 2018 | $4,223,000 | +765.4% | 8,567 | -1.5% | 0.20% | -1.5% |
| Q3 2018 | $488,000 | +3.4% | 8,694 | -2.1% | 0.20% | -1.0% |
| Q2 2018 | $472,000 | – | 8,877 | – | 0.21% | – |
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% |