SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 678 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,508 | -5.5% | 8,199 | -1.7% | 0.06% | -3.2% |
| Q2 2023 | $559,464 | +2.3% | 8,339 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $546,872 | -33.0% | 8,339 | -32.5% | 0.07% | -38.9% |
| Q4 2022 | $816,073 | +61.0% | 12,361 | +42.7% | 0.11% | +45.9% |
| Q3 2022 | $507,000 | -4.7% | 8,664 | +1.7% | 0.07% | -5.1% |
| Q2 2022 | $532,000 | -1.8% | 8,519 | +12.1% | 0.08% | +13.0% |
| Q1 2022 | $542,000 | +18.1% | 7,598 | +21.2% | 0.07% | +13.1% |
| Q4 2021 | $459,000 | +8.5% | 6,268 | 0.0% | 0.06% | -19.7% |
| Q3 2021 | $423,000 | +88.8% | 6,268 | +82.9% | 0.08% | +55.1% |
| Q1 2021 | $224,000 | +0.4% | 3,427 | -8.3% | 0.05% | +25.6% |
| Q4 2020 | $223,000 | – | 3,739 | – | 0.04% | – |
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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% |