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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,969 | -2.9% | 4,452 | +1.1% | 0.14% | 0.0% |
| Q2 2023 | $295,451 | -6.1% | 4,404 | -8.2% | 0.14% | -12.1% |
| Q1 2023 | $314,503 | -7.6% | 4,796 | -7.0% | 0.16% | -12.3% |
| Q4 2022 | $340,512 | +14.7% | 5,158 | +1.7% | 0.18% | +4.7% |
| Q3 2022 | $297,000 | -4.8% | 5,071 | +1.5% | 0.17% | -1.2% |
| Q2 2022 | $312,000 | -19.8% | 4,996 | -8.2% | 0.17% | -7.5% |
| Q1 2022 | $389,000 | -2.0% | 5,444 | +0.3% | 0.19% | -0.5% |
| Q4 2021 | $397,000 | +49.8% | 5,427 | +22.0% | 0.19% | +17.5% |
| Q4 2020 | $265,000 | +11.8% | 4,449 | -1.9% | 0.16% | 0.0% |
| Q3 2020 | $237,000 | +12.9% | 4,533 | +8.2% | 0.16% | +4.6% |
| Q2 2020 | $210,000 | 0.0% | 4,190 | +19.9% | 0.15% | +7.0% |
| Q4 2019 | $210,000 | -0.9% | 3,495 | -6.5% | 0.14% | -11.7% |
| Q3 2019 | $212,000 | +0.5% | 3,738 | -0.7% | 0.16% | -0.6% |
| Q2 2019 | $211,000 | – | 3,764 | – | 0.16% | – |
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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% |