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 | $1,299,727 | -10.0% | 20,163 | -6.3% | 0.04% | -8.5% |
| Q2 2023 | $1,444,457 | +0.2% | 21,530 | -2.1% | 0.05% | -4.1% |
| Q1 2023 | $1,442,179 | +3.4% | 21,991 | +4.1% | 0.05% | -18.3% |
| Q4 2022 | $1,395,015 | -8.6% | 21,130 | -19.0% | 0.06% | -14.3% |
| Q3 2022 | $1,526,000 | -46.6% | 26,074 | -43.0% | 0.07% | -46.6% |
| Q2 2022 | $2,856,000 | -13.3% | 45,755 | +0.6% | 0.13% | 0.0% |
| Q1 2022 | $3,293,000 | -2.0% | 45,482 | -0.9% | 0.13% | +4.8% |
| Q4 2021 | $3,361,000 | +40.2% | 45,908 | +29.3% | 0.12% | +28.9% |
| Q3 2021 | $2,397,000 | +15.7% | 35,516 | +17.3% | 0.10% | +10.2% |
| Q2 2021 | $2,071,000 | +5.1% | 30,290 | +0.3% | 0.09% | -5.4% |
| Q1 2021 | $1,971,000 | +31.9% | 30,188 | +20.3% | 0.09% | +14.8% |
| Q4 2020 | $1,494,000 | +296.3% | 25,096 | +247.0% | 0.08% | +252.2% |
| Q3 2020 | $377,000 | +24.4% | 7,233 | +19.5% | 0.02% | +15.0% |
| Q2 2020 | $303,000 | +13.5% | 6,053 | +0.2% | 0.02% | -9.1% |
| Q1 2020 | $267,000 | -50.6% | 6,039 | -32.8% | 0.02% | -46.3% |
| Q4 2019 | $541,000 | +77.4% | 8,992 | +67.0% | 0.04% | +57.7% |
| Q3 2019 | $305,000 | +2.7% | 5,383 | +1.7% | 0.03% | -10.3% |
| Q2 2019 | $297,000 | +143.4% | 5,292 | +137.9% | 0.03% | +107.1% |
| Q1 2019 | $122,000 | +18.4% | 2,224 | +5.9% | 0.01% | 0.0% |
| Q4 2018 | $103,000 | +53.7% | 2,101 | +74.9% | 0.01% | +75.0% |
| Q3 2018 | $67,000 | +1240.0% | 1,201 | +1001.8% | 0.01% | +700.0% |
| Q2 2018 | $5,000 | -16.7% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | -40.0% | 109 | -49.5% | 0.00% | 0.0% |
| Q1 2017 | $10,000 | +100.0% | 216 | +101.9% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | – | 107 | – | 0.00% | – |
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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% |