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 | $12,956 | -3.9% | 201 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $13,485 | +2.3% | 201 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $13,182 | -80.3% | 201 | -80.2% | 0.00% | -75.0% |
| Q4 2022 | $66,984 | +52.2% | 1,015 | +33.6% | 0.01% | +33.3% |
| Q3 2022 | $44,000 | -67.4% | 760 | -64.8% | 0.01% | -62.5% |
| Q2 2022 | $135,000 | -12.3% | 2,159 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $154,000 | +4.1% | 2,159 | +6.5% | 0.02% | -5.6% |
| Q4 2021 | $148,000 | -10.3% | 2,027 | -17.3% | 0.02% | -14.3% |
| Q3 2021 | $165,000 | -12.7% | 2,452 | -11.4% | 0.02% | -12.5% |
| Q2 2021 | $189,000 | +5.6% | 2,766 | +0.9% | 0.02% | -4.0% |
| Q1 2021 | $179,000 | -2.2% | 2,741 | -11.1% | 0.02% | -7.4% |
| Q4 2020 | $183,000 | -3.2% | 3,082 | -14.8% | 0.03% | -25.0% |
| Q3 2020 | $189,000 | +17.4% | 3,618 | +12.7% | 0.04% | +9.1% |
| Q2 2020 | $161,000 | -81.5% | 3,210 | -83.7% | 0.03% | -84.4% |
| Q1 2020 | $869,000 | -26.1% | 19,635 | +0.4% | 0.21% | -32.7% |
| Q4 2019 | $1,176,000 | -28.8% | 19,560 | -32.8% | 0.32% | -31.7% |
| Q3 2019 | $1,652,000 | +0.8% | 29,126 | +0.6% | 0.46% | -7.4% |
| Q2 2019 | $1,639,000 | +2.8% | 28,956 | -0.6% | 0.50% | -16.2% |
| Q1 2019 | $1,594,000 | +12.0% | 29,127 | +0.9% | 0.59% | -2.3% |
| Q4 2018 | $1,423,000 | -4.4% | 28,861 | +8.7% | 0.61% | -12.8% |
| Q3 2018 | $1,488,000 | +5.3% | 26,539 | -0.2% | 0.70% | -1.4% |
| Q2 2018 | $1,413,000 | +1.0% | 26,592 | +0.4% | 0.71% | -9.5% |
| Q1 2018 | $1,399,000 | -3.8% | 26,485 | -0.5% | 0.78% | -8.5% |
| Q4 2017 | $1,455,000 | -12.0% | 26,622 | -16.6% | 0.85% | -15.9% |
| Q3 2017 | $1,653,000 | -8.7% | 31,905 | -11.6% | 1.02% | -14.9% |
| Q2 2017 | $1,811,000 | +28.0% | 36,075 | +26.7% | 1.19% | +15.0% |
| Q1 2017 | $1,415,000 | +2.6% | 28,476 | -0.7% | 1.04% | -13.2% |
| Q4 2016 | $1,379,000 | – | 28,671 | – | 1.20% | – |
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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% |