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 | $27,225,530 | -5.8% | 422,363 | -2.0% | 8.26% | -0.7% |
| Q2 2023 | $28,908,858 | +3.2% | 430,897 | +0.8% | 8.32% | -3.1% |
| Q1 2023 | $28,020,206 | -1.8% | 427,268 | -1.1% | 8.58% | -8.0% |
| Q4 2022 | $28,534,141 | +8.1% | 432,204 | -4.2% | 9.33% | +4.4% |
| Q3 2022 | $26,387,000 | -13.6% | 450,989 | -7.9% | 8.94% | -8.6% |
| Q2 2022 | $30,554,000 | -17.2% | 489,488 | -5.3% | 9.77% | -4.5% |
| Q1 2022 | $36,912,000 | -2.3% | 517,051 | +0.2% | 10.24% | +0.1% |
| Q4 2021 | $37,768,000 | +7.6% | 515,819 | -0.8% | 10.22% | -0.7% |
| Q3 2021 | $35,089,000 | -0.3% | 519,988 | +1.0% | 10.29% | -0.9% |
| Q2 2021 | $35,210,000 | +7.3% | 515,001 | +2.4% | 10.38% | -0.4% |
| Q1 2021 | $32,818,000 | +20.0% | 502,740 | +9.4% | 10.42% | +15.0% |
| Q4 2020 | $27,349,000 | +20.4% | 459,420 | +8.3% | 9.06% | +10.4% |
| Q3 2020 | $22,710,000 | +100.6% | 424,404 | +87.5% | 8.21% | +86.9% |
| Q2 2020 | $11,321,000 | +917.2% | 226,329 | +799.8% | 4.39% | +806.0% |
| Q1 2020 | $1,113,000 | -12.2% | 25,152 | +19.2% | 0.48% | -1.2% |
| Q4 2019 | $1,268,000 | +39.6% | 21,094 | +31.7% | 0.49% | +29.9% |
| Q3 2019 | $908,000 | +75.6% | 16,012 | +75.1% | 0.38% | +71.8% |
| Q2 2019 | $517,000 | +15.9% | 9,142 | +13.5% | 0.22% | +8.9% |
| Q1 2019 | $446,000 | +37.2% | 8,053 | +21.8% | 0.20% | +24.7% |
| Q4 2018 | $325,000 | -12.9% | 6,613 | 0.0% | 0.16% | -5.8% |
| Q3 2018 | $373,000 | +23.9% | 6,613 | +16.6% | 0.17% | +16.2% |
| Q2 2018 | $301,000 | – | 5,672 | – | 0.15% | – |
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% |