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 2022 | $818,000 | -2.3% | 13,109 | +11.8% | 0.54% | +13.3% |
| Q1 2022 | $837,000 | +35.2% | 11,722 | +38.6% | 0.47% | +39.1% |
| Q4 2021 | $619,000 | +14.8% | 8,458 | +5.9% | 0.34% | +3.7% |
| Q3 2021 | $539,000 | +4.1% | 7,989 | +5.4% | 0.33% | +4.1% |
| Q2 2021 | $518,000 | +62.4% | 7,580 | +55.2% | 0.32% | +49.3% |
| Q1 2021 | $319,000 | +25.6% | 4,883 | +14.5% | 0.21% | +12.8% |
| Q4 2020 | $254,000 | +13.9% | 4,263 | -0.2% | 0.19% | -0.5% |
| Q3 2020 | $223,000 | +3.7% | 4,273 | -0.6% | 0.19% | -6.0% |
| Q2 2020 | $215,000 | – | 4,298 | – | 0.20% | – |
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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% |