SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,682,006 | +4.9% | 25,997 | +8.7% | 0.53% | +3.5% |
| Q2 2023 | $1,604,189 | -3.6% | 23,911 | -5.8% | 0.51% | -20.0% |
| Q1 2023 | $1,664,879 | +3.6% | 25,387 | +4.3% | 0.64% | -4.0% |
| Q4 2022 | $1,607,389 | +17.6% | 24,347 | +4.2% | 0.67% | +7.7% |
| Q3 2022 | $1,367,000 | -6.2% | 23,372 | +0.1% | 0.62% | +1.5% |
| Q2 2022 | $1,458,000 | +176.7% | 23,359 | +216.6% | 0.61% | +191.0% |
| Q1 2022 | $527,000 | – | 7,377 | – | 0.21% | – |
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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% |