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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,239,210 | +12.6% | 64,211 | -0.2% | 3.49% | +10.0% |
| Q3 2022 | $3,764,000 | -4.6% | 64,325 | +1.2% | 3.17% | +0.1% |
| Q2 2022 | $3,947,000 | -14.7% | 63,581 | -1.9% | 3.17% | +14.8% |
| Q1 2022 | $4,626,000 | -2.9% | 64,801 | -0.5% | 2.76% | +8.3% |
| Q4 2021 | $4,766,000 | +10.7% | 65,098 | +2.1% | 2.55% | -0.6% |
| Q3 2021 | $4,304,000 | -0.1% | 63,786 | +1.2% | 2.56% | +0.1% |
| Q2 2021 | $4,307,000 | +2.2% | 63,001 | -2.1% | 2.56% | -5.6% |
| Q1 2021 | $4,213,000 | +12.0% | 64,362 | +1.7% | 2.72% | +1.6% |
| Q4 2020 | $3,761,000 | +19.5% | 63,256 | +4.9% | 2.67% | -15.3% |
| Q3 2020 | $3,146,000 | +33.8% | 60,275 | +13.4% | 3.15% | +13.9% |
| Q1 2020 | $2,352,000 | -24.1% | 53,173 | +3.1% | 2.77% | -4.6% |
| Q4 2019 | $3,099,000 | – | 51,552 | – | 2.90% | – |
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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% |