SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $111,452 | -45.9% | 1,688 | -52.1% | 0.06% | -52.4% |
| Q3 2022 | $206,000 | -9.6% | 3,523 | -3.7% | 0.12% | -0.8% |
| Q2 2022 | $228,000 | -21.1% | 3,657 | -9.8% | 0.12% | -3.8% |
| Q1 2022 | $289,000 | -17.0% | 4,054 | -14.7% | 0.13% | -20.2% |
| Q4 2021 | $348,000 | +3.3% | 4,753 | -4.8% | 0.16% | -10.4% |
| Q3 2021 | $337,000 | -1.2% | 4,994 | +0.0% | 0.18% | +2.2% |
| Q2 2021 | $341,000 | +0.6% | 4,992 | -3.9% | 0.18% | -10.1% |
| Q1 2021 | $339,000 | +6.9% | 5,196 | -2.3% | 0.20% | -2.9% |
| Q4 2020 | $317,000 | -65.4% | 5,318 | -69.7% | 0.20% | -70.0% |
| Q3 2020 | $915,000 | -19.5% | 17,541 | -22.6% | 0.68% | -32.8% |
| Q2 2020 | $1,136,000 | -41.8% | 22,671 | -30.2% | 1.01% | -48.3% |
| Q4 2019 | $1,951,000 | – | 32,461 | – | 1.96% | – |
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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% |