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 | $4,294,071 | -3.3% | 66,616 | +0.7% | 0.56% | -0.5% |
| Q2 2023 | $4,439,765 | -0.3% | 66,176 | -2.5% | 0.56% | -7.0% |
| Q1 2023 | $4,453,364 | -3.3% | 67,907 | -2.6% | 0.60% | -8.6% |
| Q4 2022 | $4,604,144 | +9.8% | 69,739 | -2.7% | 0.66% | +3.8% |
| Q3 2022 | $4,192,000 | -5.5% | 71,653 | +0.9% | 0.64% | +14.0% |
| Q2 2022 | $4,434,000 | -12.3% | 71,030 | +0.3% | 0.56% | -4.0% |
| Q1 2022 | $5,055,000 | -3.8% | 70,807 | -1.3% | 0.58% | +0.9% |
| Q4 2021 | $5,253,000 | +3.4% | 71,743 | -4.7% | 0.58% | -6.0% |
| Q3 2021 | $5,080,000 | -2.6% | 75,276 | -1.4% | 0.61% | -2.5% |
| Q2 2021 | $5,218,000 | +3.6% | 76,322 | -1.1% | 0.63% | -5.7% |
| Q1 2021 | $5,037,000 | +8.7% | 77,164 | -0.8% | 0.67% | +2.5% |
| Q4 2020 | $4,632,000 | +13.0% | 77,808 | -0.9% | 0.65% | -0.9% |
| Q3 2020 | $4,098,000 | +10.2% | 78,513 | +5.8% | 0.66% | +2.2% |
| Q2 2020 | $3,720,000 | +37.3% | 74,229 | +21.3% | 0.64% | +10.5% |
| Q1 2020 | $2,709,000 | -34.2% | 61,199 | -10.6% | 0.58% | -15.7% |
| Q4 2019 | $4,117,000 | +8.1% | 68,484 | +2.0% | 0.69% | -3.2% |
| Q3 2019 | $3,810,000 | +0.6% | 67,153 | -0.5% | 0.71% | -7.5% |
| Q2 2019 | $3,788,000 | -11.1% | 67,476 | -13.3% | 0.77% | +5.5% |
| Q1 2019 | $4,260,000 | +5.3% | 77,830 | -5.1% | 0.73% | -12.4% |
| Q4 2018 | $4,044,000 | -6.6% | 82,048 | +6.3% | 0.83% | +13.8% |
| Q3 2018 | $4,329,000 | +5.4% | 77,197 | -0.2% | 0.73% | -0.9% |
| Q2 2018 | $4,108,000 | +0.2% | 77,337 | -0.3% | 0.74% | -1.6% |
| Q1 2018 | $4,098,000 | -1.8% | 77,557 | +1.7% | 0.75% | -1.4% |
| Q4 2017 | $4,171,000 | – | 76,296 | – | 0.76% | – |
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% |