SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,879 | +3.4% | 3,861 | +7.7% | 0.23% | +6.0% |
| Q2 2023 | $240,604 | +5.4% | 3,586 | +3.0% | 0.22% | -4.0% |
| Q1 2023 | $228,320 | -21.2% | 3,482 | -20.7% | 0.23% | -32.4% |
| Q4 2022 | $289,848 | +11.1% | 4,390 | +20.1% | 0.34% | +79.7% |
| Q1 2022 | $261,000 | -46.6% | 3,656 | -45.3% | 0.19% | -46.7% |
| Q4 2021 | $489,000 | +49.1% | 6,680 | +37.6% | 0.35% | +59.5% |
| Q3 2021 | $328,000 | +7.2% | 4,854 | +8.4% | 0.22% | -5.2% |
| Q2 2021 | $306,000 | -99.9% | 4,479 | +9.1% | 0.23% | +0.4% |
| Q1 2021 | $271,934,000 | +97718.0% | 4,106 | -12.9% | 0.23% | -9.8% |
| Q4 2020 | $278,000 | -21.7% | 4,712 | -33.5% | 0.26% | -38.2% |
| Q2 2020 | $355,000 | -66.9% | 7,089 | -60.3% | 0.41% | -63.1% |
| Q4 2019 | $1,074,000 | +34.4% | 17,867 | +26.8% | 1.12% | +20.5% |
| Q3 2019 | $799,000 | -1.8% | 14,096 | -8.5% | 0.93% | -5.4% |
| Q2 2019 | $814,000 | -8.5% | 15,412 | -5.3% | 0.98% | -11.9% |
| Q1 2019 | $890,000 | +126.5% | 16,276 | +104.0% | 1.12% | +91.1% |
| Q4 2018 | $393,000 | -44.3% | 7,978 | -36.7% | 0.58% | -27.4% |
| Q3 2018 | $706,000 | +7.1% | 12,597 | +1.4% | 0.81% | -7.9% |
| Q2 2018 | $659,000 | -99.9% | 12,421 | +14.2% | 0.88% | +17.0% |
| Q1 2018 | $568,141,000 | +89.4% | 10,881 | +156.5% | 0.75% | +98.9% |
| Q4 2017 | $299,981,000 | – | 4,242 | – | 0.38% | – |
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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% |