SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $885,000 | -7.8% | 15,120 | -1.3% | 0.04% | -5.0% |
| Q2 2022 | $960,000 | -10.4% | 15,323 | +2.1% | 0.04% | -2.4% |
| Q1 2022 | $1,071,000 | +6.1% | 15,007 | +0.3% | 0.04% | -16.3% |
| Q3 2021 | $1,009,000 | -1.3% | 14,960 | +0.1% | 0.05% | +6.5% |
| Q2 2021 | $1,022,000 | +4.9% | 14,942 | +0.1% | 0.05% | -9.8% |
| Q1 2021 | $974,000 | +8.3% | 14,925 | -1.2% | 0.05% | +6.2% |
| Q4 2020 | $899,000 | +40.7% | 15,104 | +23.4% | 0.05% | -9.4% |
| Q3 2020 | $639,000 | -11.6% | 12,238 | -15.2% | 0.05% | -20.9% |
| Q2 2020 | $723,000 | -85.1% | 14,429 | -87.0% | 0.07% | -84.7% |
| Q1 2020 | $4,864,000 | -25.1% | 110,882 | +3.1% | 0.44% | -6.2% |
| Q4 2019 | $6,493,000 | -13.1% | 107,589 | -18.8% | 0.47% | -17.6% |
| Q3 2019 | $7,475,000 | -15.5% | 132,577 | -15.8% | 0.57% | -14.7% |
| Q2 2019 | $8,851,000 | +46.6% | 157,457 | +42.8% | 0.67% | +30.6% |
| Q1 2019 | $6,039,000 | +79.1% | 110,280 | +61.4% | 0.51% | +70.0% |
| Q4 2018 | $3,371,000 | -40.1% | 68,346 | -31.9% | 0.30% | -57.4% |
| Q3 2018 | $5,629,000 | +8.4% | 100,391 | +2.7% | 0.70% | -23.4% |
| Q2 2018 | $5,191,000 | +4.2% | 97,732 | +3.7% | 0.92% | +200.3% |
| Q1 2018 | $4,981,000 | +2.4% | 94,271 | +6.0% | 0.31% | -39.9% |
| Q4 2017 | $4,862,000 | +8.7% | 88,937 | +3.0% | 0.51% | -30.0% |
| Q3 2017 | $4,473,000 | +2.2% | 86,317 | -1.0% | 0.73% | +15.9% |
| Q2 2017 | $4,377,000 | -38.3% | 87,197 | -40.9% | 0.63% | -45.5% |
| Q4 2016 | $7,092,000 | +185.3% | 147,464 | +170.3% | 1.15% | +225.1% |
| Q3 2016 | $2,486,000 | -17.4% | 54,563 | -18.8% | 0.35% | -37.7% |
| Q2 2016 | $3,009,000 | +30.7% | 67,184 | +26.1% | 0.57% | -22.6% |
| Q1 2016 | $2,302,000 | +1.6% | 53,286 | -0.2% | 0.73% | -51.7% |
| Q4 2015 | $2,266,000 | +8.8% | 53,386 | +2.1% | 1.52% | +90.6% |
| Q3 2015 | $2,082,000 | -99.9% | 52,296 | +3.2% | 0.80% | -25.2% |
| Q2 2015 | $2,180,674,000 | +11.9% | 50,678 | +12.5% | 1.07% | -2.0% |
| Q1 2015 | $1,949,616,000 | -12.7% | 45,057 | -11.0% | 1.09% | +5.3% |
| Q4 2014 | $2,232,122,000 | +13.5% | 50,615 | +9.7% | 1.03% | +0.6% |
| Q3 2014 | $1,967,381,000 | +11.3% | 46,138 | +11.8% | 1.03% | +18.2% |
| Q2 2014 | $1,767,808,000 | – | 41,275 | – | 0.87% | – |
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% |