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 | $96,045 | -4.8% | 1,490 | -0.9% | 0.03% | 0.0% |
| Q2 2023 | $100,836 | +8.8% | 1,503 | +6.4% | 0.03% | 0.0% |
| Q1 2023 | $92,665 | +95430.9% | 1,413 | -4.2% | 0.03% | -8.1% |
| Q4 2022 | $97 | -99.9% | 1,475 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $86,000 | -6.5% | 1,475 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $92,000 | -25.2% | 1,475 | -14.4% | 0.04% | -11.6% |
| Q1 2022 | $123,000 | +1.7% | 1,723 | +4.2% | 0.04% | 0.0% |
| Q4 2021 | $121,000 | +8.0% | 1,653 | 0.0% | 0.04% | -4.4% |
| Q3 2021 | $112,000 | -0.9% | 1,653 | 0.0% | 0.04% | -13.5% |
| Q2 2021 | $113,000 | +4.6% | 1,653 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $108,000 | 0.0% | 1,653 | -8.7% | 0.05% | -22.4% |
| Q4 2020 | $108,000 | +45.9% | 1,810 | +27.6% | 0.07% | +28.8% |
| Q3 2020 | $74,000 | +34.5% | 1,418 | +30.0% | 0.05% | +26.8% |
| Q2 2020 | $55,000 | +83.3% | 1,091 | +60.7% | 0.04% | +57.7% |
| Q1 2020 | $30,000 | +172.7% | 679 | +205.9% | 0.03% | +271.4% |
| Q4 2018 | $11,000 | 0.0% | 222 | -0.4% | 0.01% | -12.5% |
| Q1 2017 | $11,000 | – | 223 | – | 0.01% | – |
Download | ||||||
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% |