SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,392,370 | -2.3% | 53,222 | +2.9% | 0.49% | +1.7% |
| Q2 2023 | $3,470,834 | +3.3% | 51,734 | +1.0% | 0.48% | -8.2% |
| Q1 2023 | $3,360,713 | +4.2% | 51,246 | +4.9% | 0.52% | +1.6% |
| Q4 2022 | $3,225,737 | +13.1% | 48,860 | +0.2% | 0.52% | -0.4% |
| Q3 2022 | $2,853,000 | -5.3% | 48,758 | +1.0% | 0.52% | -1.0% |
| Q2 2022 | $3,014,000 | -7.9% | 48,292 | +5.3% | 0.52% | +16.7% |
| Q1 2022 | $3,274,000 | +3.3% | 45,867 | +6.0% | 0.45% | +3.2% |
| Q4 2021 | $3,168,000 | +11.8% | 43,263 | +3.1% | 0.43% | +2.4% |
| Q3 2021 | $2,833,000 | -7.2% | 41,976 | -6.0% | 0.42% | -8.6% |
| Q2 2021 | $3,052,000 | +16.6% | 44,634 | +11.3% | 0.46% | +4.0% |
| Q1 2021 | $2,618,000 | +15.3% | 40,109 | +5.2% | 0.45% | -0.4% |
| Q4 2020 | $2,271,000 | +18.8% | 38,143 | +4.2% | 0.45% | -9.9% |
| Q3 2020 | $1,911,000 | +7.4% | 36,612 | +3.1% | 0.50% | -2.5% |
| Q2 2020 | $1,779,000 | -6.4% | 35,498 | -17.3% | 0.51% | -22.6% |
| Q1 2020 | $1,900,000 | -17.1% | 42,908 | +12.6% | 0.66% | +4.3% |
| Q4 2019 | $2,291,000 | +15.1% | 38,110 | +8.6% | 0.63% | +3.4% |
| Q3 2019 | $1,991,000 | +2.9% | 35,088 | +1.9% | 0.61% | -1.1% |
| Q2 2019 | $1,934,000 | +3.6% | 34,443 | +1.0% | 0.62% | -3.6% |
| Q1 2019 | $1,866,000 | +13.6% | 34,090 | +2.4% | 0.64% | +4.6% |
| Q4 2018 | $1,642,000 | -8.8% | 33,304 | +3.8% | 0.61% | -4.1% |
| Q3 2018 | $1,800,000 | – | 32,092 | – | 0.64% | – |
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% |