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 | $507,300 | -3.9% | 7,870 | 0.0% | 0.20% | -2.4% |
| Q2 2023 | $527,998 | +2.3% | 7,870 | 0.0% | 0.21% | -3.7% |
| Q1 2023 | $516,115 | -0.7% | 7,870 | 0.0% | 0.22% | -8.9% |
| Q4 2022 | $519,577 | +13.0% | 7,870 | 0.0% | 0.24% | -1.3% |
| Q3 2022 | $460,000 | -6.3% | 7,870 | 0.0% | 0.24% | +7.7% |
| Q2 2022 | $491,000 | -23.3% | 7,870 | -12.2% | 0.22% | -14.6% |
| Q1 2022 | $640,000 | -2.4% | 8,965 | 0.0% | 0.26% | -13.9% |
| Q4 2021 | $656,000 | +8.4% | 8,965 | 0.0% | 0.30% | -2.6% |
| Q3 2021 | $605,000 | -1.3% | 8,965 | 0.0% | 0.31% | -1.6% |
| Q2 2021 | $613,000 | +4.8% | 8,965 | 0.0% | 0.32% | -5.4% |
| Q1 2021 | $585,000 | +9.6% | 8,965 | 0.0% | 0.33% | 0.0% |
| Q4 2020 | $534,000 | +14.1% | 8,965 | 0.0% | 0.33% | +5.7% |
| Q3 2020 | $468,000 | +4.2% | 8,965 | 0.0% | 0.32% | -2.5% |
| Q2 2020 | $449,000 | -23.1% | 8,965 | -32.0% | 0.32% | -29.5% |
| Q1 2020 | $584,000 | -33.6% | 13,192 | -9.8% | 0.46% | -11.9% |
| Q4 2019 | $879,000 | +9.5% | 14,629 | 0.0% | 0.52% | -4.1% |
| Q3 2019 | $803,000 | -3.3% | 14,629 | -0.3% | 0.54% | -3.6% |
| Q2 2019 | $830,000 | +3.4% | 14,670 | 0.0% | 0.56% | -3.4% |
| Q1 2019 | $803,000 | – | 14,670 | – | 0.58% | – |
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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% |