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 | $2,989,282 | -14.8% | 46,374 | -11.3% | 1.57% | -15.2% |
| Q2 2023 | $3,508,053 | -6.8% | 52,289 | -8.9% | 1.85% | -15.8% |
| Q1 2023 | $3,764,669 | -6.9% | 57,406 | -2.9% | 2.20% | -5.2% |
| Q4 2022 | $4,042,072 | +14.5% | 59,138 | -2.0% | 2.32% | +17.1% |
| Q3 2022 | $3,531,000 | +71.8% | 60,355 | +83.3% | 1.98% | +77.3% |
| Q2 2022 | $2,055,000 | -8.2% | 32,925 | +5.0% | 1.12% | -4.0% |
| Q1 2022 | $2,238,000 | +5.4% | 31,349 | +8.1% | 1.16% | +1.3% |
| Q4 2021 | $2,123,000 | +135.1% | 28,992 | +116.6% | 1.15% | +116.2% |
| Q3 2021 | $903,000 | -1.1% | 13,385 | +0.2% | 0.53% | -6.3% |
| Q2 2021 | $913,000 | +4.9% | 13,359 | +0.2% | 0.57% | -2.4% |
| Q1 2021 | $870,000 | +9.8% | 13,333 | +0.2% | 0.58% | -4.1% |
| Q4 2020 | $792,000 | – | 13,310 | – | 0.61% | – |
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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% |