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 | $3,871,957 | +44.7% | 60,068 | +50.6% | 0.02% | +43.8% |
| Q2 2023 | $2,675,902 | +0.3% | 39,885 | -2.0% | 0.02% | -5.9% |
| Q1 2023 | $2,668,518 | +1.5% | 40,691 | +2.2% | 0.02% | -10.5% |
| Q4 2022 | $2,629,442 | +32.1% | 39,828 | +17.0% | 0.02% | +18.8% |
| Q3 2022 | $1,991,000 | +32.5% | 34,029 | +41.3% | 0.02% | +33.3% |
| Q2 2022 | $1,503,000 | -27.2% | 24,075 | -16.7% | 0.01% | -14.3% |
| Q1 2022 | $2,064,000 | -72.8% | 28,907 | -72.1% | 0.01% | -73.6% |
| Q4 2021 | $7,582,000 | +10.3% | 103,552 | +1.6% | 0.05% | -7.0% |
| Q3 2021 | $6,876,000 | +0.6% | 101,890 | +2.0% | 0.06% | -5.0% |
| Q2 2021 | $6,832,000 | -6.6% | 99,920 | -10.8% | 0.06% | -18.9% |
| Q1 2021 | $7,313,000 | +19.3% | 112,023 | +8.8% | 0.07% | +5.7% |
| Q4 2020 | $6,132,000 | +195.9% | 103,001 | +159.4% | 0.07% | +133.3% |
| Q3 2020 | $2,072,000 | +0.4% | 39,705 | -3.6% | 0.03% | -6.2% |
| Q2 2020 | $2,064,000 | +77.9% | 41,190 | +57.2% | 0.03% | +18.5% |
| Q1 2020 | $1,160,000 | -28.6% | 26,209 | -3.0% | 0.03% | -22.9% |
| Q4 2019 | $1,625,000 | +9.2% | 27,032 | +3.1% | 0.04% | -18.6% |
| Q3 2019 | $1,488,000 | +3.0% | 26,225 | +1.9% | 0.04% | 0.0% |
| Q2 2019 | $1,445,000 | +96.6% | 25,738 | +91.6% | 0.04% | -15.7% |
| Q1 2019 | $735,000 | – | 13,434 | – | 0.05% | – |
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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% |