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 | $3,352 | -21.9% | 52 | -18.8% | 0.00% | -20.0% |
| Q2 2023 | $4,294 | +2.3% | 64 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $4,197 | -0.7% | 64 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $4,225 | +5.6% | 64 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $4,000 | 0.0% | 64 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $4,000 | -20.0% | 64 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $5,000 | -28.6% | 64 | -35.4% | 0.01% | 0.0% |
| Q4 2021 | $7,000 | +75.0% | 99 | +54.7% | 0.01% | +100.0% |
| Q3 2021 | $4,000 | -33.3% | 64 | -29.7% | 0.00% | -40.0% |
| Q2 2021 | $6,000 | +200.0% | 91 | +264.0% | 0.01% | +150.0% |
| Q1 2021 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 25 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $2,000 | -97.9% | 25 | -98.7% | 0.00% | -98.9% |
| Q4 2018 | $97,000 | -95.8% | 1,973 | -95.3% | 0.19% | -92.1% |
| Q3 2018 | $2,334,000 | +14.7% | 41,625 | +8.7% | 2.35% | +10.0% |
| Q2 2018 | $2,034,000 | +1.0% | 38,285 | +0.4% | 2.13% | -7.6% |
| Q1 2018 | $2,014,000 | +116.8% | 38,115 | +124.2% | 2.31% | +119.6% |
| Q4 2017 | $929,000 | +20.6% | 17,000 | +14.4% | 1.05% | +15.5% |
| Q3 2017 | $770,000 | -99.9% | 14,865 | +39.4% | 0.91% | +48.4% |
| Q2 2017 | $535,383,000 | +38.3% | 10,665 | +36.8% | 0.61% | +28.2% |
| Q1 2017 | $387,256,000 | -1.2% | 7,795 | -3.5% | 0.48% | +16.0% |
| Q4 2016 | $392,041,000 | – | 8,080 | – | 0.41% | – |
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% |