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 | $1,765,337 | -11.2% | 27,897 | -5.9% | 0.09% | -8.2% |
| Q2 2023 | $1,988,247 | -0.5% | 29,636 | -3.7% | 0.10% | -8.5% |
| Q1 2023 | $1,998,020 | +2.2% | 30,777 | +4.0% | 0.11% | -20.9% |
| Q4 2022 | $1,954,200 | -27.3% | 29,600 | -28.5% | 0.13% | -34.0% |
| Q3 2022 | $2,688,000 | +5.3% | 41,403 | +1.2% | 0.20% | -1.0% |
| Q2 2022 | $2,553,000 | -3.6% | 40,897 | +2.5% | 0.20% | -1.4% |
| Q1 2022 | $2,649,000 | +17.6% | 39,890 | +19.5% | 0.21% | -6.7% |
| Q3 2021 | $2,252,000 | +8.5% | 33,368 | +10.0% | 0.22% | +4.7% |
| Q2 2021 | $2,075,000 | +172.3% | 30,345 | +159.9% | 0.21% | +139.3% |
| Q1 2021 | $762,000 | +15.1% | 11,674 | +5.0% | 0.09% | +7.2% |
| Q4 2020 | $662,000 | +22.1% | 11,122 | +7.2% | 0.08% | +5.1% |
| Q3 2020 | $542,000 | +19.1% | 10,377 | +14.2% | 0.08% | +8.2% |
| Q2 2020 | $455,000 | +27.5% | 9,089 | +12.7% | 0.07% | +7.4% |
| Q1 2020 | $357,000 | -23.7% | 8,064 | +3.6% | 0.07% | -5.6% |
| Q4 2019 | $468,000 | +5.6% | 7,783 | -0.4% | 0.07% | -1.4% |
| Q3 2019 | $443,000 | +0.7% | 7,814 | -0.3% | 0.07% | -13.1% |
| Q2 2019 | $440,000 | -4.8% | 7,840 | -7.2% | 0.08% | -25.0% |
| Q1 2019 | $462,000 | +11.9% | 8,445 | +0.9% | 0.11% | +5.7% |
| Q4 2018 | $413,000 | -17.9% | 8,372 | -6.7% | 0.11% | -7.0% |
| Q3 2018 | $503,000 | +64.4% | 8,972 | +56.0% | 0.11% | +48.1% |
| Q2 2018 | $306,000 | -3.8% | 5,753 | -4.4% | 0.08% | -12.5% |
| Q1 2018 | $318,000 | +13.6% | 6,016 | +17.6% | 0.09% | +14.3% |
| Q4 2017 | $280,000 | +86.7% | 5,116 | +76.5% | 0.08% | +24.2% |
| Q3 2017 | $150,000 | +248.8% | 2,898 | +237.4% | 0.06% | +210.0% |
| Q2 2017 | $43,000 | +138.9% | 859 | +136.0% | 0.02% | +100.0% |
| Q1 2017 | $18,000 | 0.0% | 364 | 0.0% | 0.01% | -16.7% |
| Q4 2016 | $18,000 | – | 364 | – | 0.01% | – |
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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% |