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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $653,000 | -2.4% | 9,141 | +0.0% | 0.49% | +1.7% |
| Q4 2021 | $669,000 | +8.4% | 9,139 | +0.0% | 0.48% | -0.2% |
| Q3 2021 | $617,000 | -1.0% | 9,136 | +0.2% | 0.48% | +13.4% |
| Q2 2021 | $623,000 | +3.1% | 9,114 | -1.5% | 0.42% | -9.2% |
| Q1 2021 | $604,000 | +7.9% | 9,250 | -1.6% | 0.47% | -10.3% |
| Q4 2020 | $560,000 | +130.5% | 9,402 | +102.0% | 0.52% | +87.8% |
| Q3 2020 | $243,000 | +4.3% | 4,655 | +0.1% | 0.28% | -16.8% |
| Q2 2020 | $233,000 | -42.2% | 4,649 | -30.7% | 0.33% | -7.7% |
| Q4 2019 | $403,000 | – | 6,708 | – | 0.36% | – |
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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% |