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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $400,000 | -43.9% | 6,409 | -35.8% | 0.20% | -28.1% |
| Q1 2022 | $713,000 | -4.3% | 9,985 | -1.9% | 0.27% | +0.4% |
| Q4 2021 | $745,000 | +11.5% | 10,180 | +2.8% | 0.27% | +5.8% |
| Q3 2021 | $668,000 | -2.9% | 9,899 | -1.6% | 0.26% | -7.5% |
| Q2 2021 | $688,000 | +4.4% | 10,064 | -0.3% | 0.28% | -8.5% |
| Q1 2021 | $659,000 | +0.6% | 10,092 | -8.4% | 0.30% | -14.6% |
| Q4 2020 | $655,000 | -12.3% | 11,016 | -23.1% | 0.36% | -27.9% |
| Q3 2020 | $747,000 | +8.7% | 14,331 | +4.5% | 0.50% | -10.5% |
| Q2 2020 | $687,000 | +10.5% | 13,712 | -2.5% | 0.55% | -15.6% |
| Q1 2020 | $622,000 | -23.9% | 14,067 | +3.4% | 0.66% | +5.5% |
| Q4 2019 | $817,000 | +25.1% | 13,603 | +18.1% | 0.62% | +9.5% |
| Q3 2019 | $653,000 | – | 11,521 | – | 0.57% | – |
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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% |