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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,569,550 | -0.7% | 23,933 | 0.0% | 0.56% | -4.7% |
| Q4 2022 | $1,580,030 | +19.3% | 23,933 | +5.8% | 0.59% | +8.3% |
| Q3 2022 | $1,324,000 | -6.2% | 22,631 | +0.0% | 0.54% | -0.9% |
| Q2 2022 | $1,412,000 | -12.6% | 22,630 | 0.0% | 0.55% | -2.5% |
| Q1 2022 | $1,615,000 | -1.5% | 22,630 | +1.1% | 0.56% | +2.2% |
| Q4 2021 | $1,639,000 | +15.9% | 22,379 | +6.8% | 0.55% | +7.4% |
| Q3 2021 | $1,414,000 | -1.3% | 20,953 | 0.0% | 0.51% | -2.8% |
| Q2 2021 | $1,433,000 | +5.1% | 20,953 | +0.3% | 0.53% | -1.1% |
| Q1 2021 | $1,364,000 | +25.4% | 20,897 | +14.3% | 0.54% | +13.8% |
| Q4 2020 | $1,088,000 | +35.3% | 18,282 | +18.6% | 0.47% | +19.3% |
| Q3 2020 | $804,000 | +15.0% | 15,411 | +10.6% | 0.39% | +7.7% |
| Q2 2020 | $699,000 | +0.4% | 13,940 | -11.3% | 0.37% | -10.1% |
| Q1 2020 | $696,000 | -11.7% | 15,714 | +19.8% | 0.41% | +10.3% |
| Q4 2019 | $788,000 | +18.5% | 13,115 | +12.0% | 0.37% | +9.2% |
| Q3 2019 | $665,000 | +4.2% | 11,715 | +3.1% | 0.34% | +2.4% |
| Q2 2019 | $638,000 | +2.6% | 11,365 | 0.0% | 0.33% | -2.4% |
| Q1 2019 | $622,000 | +11.5% | 11,365 | +0.3% | 0.34% | -2.9% |
| Q4 2018 | $558,000 | – | 11,327 | – | 0.35% | – |
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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% |