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 2023 | $21,116,765 | -0.6% | 327,595 | +3.5% | 19.72% | +22.1% |
| Q2 2023 | $21,233,692 | +5.8% | 316,496 | +3.4% | 16.14% | -6.2% |
| Q1 2023 | $20,077,943 | +2.5% | 306,160 | +3.2% | 17.20% | -8.6% |
| Q4 2022 | $19,587,890 | +12.0% | 296,696 | -0.8% | 18.82% | +5.1% |
| Q3 2022 | $17,494,000 | -5.2% | 298,990 | +1.1% | 17.90% | -0.4% |
| Q2 2022 | $18,462,000 | +17.6% | 295,778 | +34.5% | 17.97% | +39.9% |
| Q1 2022 | $15,703,000 | +5.5% | 219,964 | +8.2% | 12.85% | +8.2% |
| Q4 2021 | $14,888,000 | +8.3% | 203,338 | -0.2% | 11.87% | +1.1% |
| Q3 2021 | $13,742,000 | 0.0% | 203,649 | +1.3% | 11.75% | +0.6% |
| Q2 2021 | $13,742,000 | +20.4% | 200,990 | +15.0% | 11.68% | +12.6% |
| Q1 2021 | $11,414,000 | +23.8% | 174,846 | +12.9% | 10.37% | +15.6% |
| Q4 2020 | $9,223,000 | – | 154,928 | – | 8.98% | – |
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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% |