SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,545 | +52.9% | 5,001 | +49.5% | 0.05% | +45.5% |
| Q1 2023 | $219,398 | -73.4% | 3,346 | -73.2% | 0.03% | -75.4% |
| Q4 2022 | $824,829 | +30.9% | 12,494 | +16.0% | 0.13% | +11.7% |
| Q3 2022 | $630,000 | +110.0% | 10,769 | +124.4% | 0.12% | +118.2% |
| Q2 2022 | $300,000 | -23.7% | 4,800 | -12.8% | 0.06% | -16.7% |
| Q1 2022 | $393,000 | +37.4% | 5,503 | +41.1% | 0.07% | +22.2% |
| Q4 2021 | $286,000 | -27.2% | 3,900 | -33.0% | 0.05% | -34.9% |
| Q3 2021 | $393,000 | – | 5,821 | – | 0.08% | – |
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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% |