SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,695,362 | +9.4% | 26,301 | +13.9% | 0.67% | +11.9% |
| Q2 2023 | $1,549,779 | +7.2% | 23,100 | +4.8% | 0.60% | +1.2% |
| Q1 2023 | $1,445,842 | +15.5% | 22,047 | +16.3% | 0.59% | -4.2% |
| Q4 2022 | $1,251,343 | +47.6% | 18,954 | +30.8% | 0.62% | +46.8% |
| Q3 2022 | $848,000 | +13.1% | 14,496 | +20.7% | 0.42% | +22.7% |
| Q2 2022 | $750,000 | -23.5% | 12,012 | -12.5% | 0.34% | -13.4% |
| Q1 2022 | $980,000 | -33.0% | 13,722 | -31.3% | 0.40% | -33.0% |
| Q4 2021 | $1,463,000 | +4.3% | 19,983 | -3.9% | 0.59% | -5.3% |
| Q3 2021 | $1,403,000 | +5.3% | 20,798 | +6.7% | 0.62% | +3.8% |
| Q2 2021 | $1,333,000 | +8.4% | 19,501 | +3.5% | 0.60% | -1.8% |
| Q1 2021 | $1,230,000 | +14.5% | 18,838 | +4.5% | 0.61% | +6.2% |
| Q4 2020 | $1,074,000 | +28.3% | 18,033 | +12.4% | 0.58% | +10.8% |
| Q3 2020 | $837,000 | +1.6% | 16,043 | -2.4% | 0.52% | -6.5% |
| Q2 2020 | $824,000 | – | 16,441 | – | 0.56% | – |
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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% |