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 | $3,780,498 | -0.1% | 58,649 | +4.0% | 4.32% | +3.5% |
| Q2 2023 | $3,784,825 | +3.9% | 56,414 | +1.5% | 4.18% | -0.8% |
| Q1 2023 | $3,643,180 | +8.3% | 55,553 | +9.1% | 4.21% | +2.0% |
| Q4 2022 | $3,362,645 | +9.4% | 50,934 | -3.0% | 4.13% | -0.5% |
| Q3 2022 | $3,073,000 | -2.7% | 52,514 | +3.8% | 4.15% | +1.6% |
| Q2 2022 | $3,157,000 | -11.6% | 50,576 | +1.1% | 4.08% | +2.2% |
| Q1 2022 | $3,571,000 | +3.2% | 50,014 | +5.8% | 3.99% | +5.0% |
| Q4 2021 | $3,461,000 | – | 47,274 | – | 3.80% | – |
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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% |