SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854,892 | -5.7% | 13,262 | -1.9% | 0.03% | 0.0% |
| Q2 2023 | $906,709 | -2.3% | 13,515 | -4.5% | 0.03% | -8.3% |
| Q1 2023 | $927,976 | +237842.6% | 14,150 | +139.7% | 0.04% | +63.6% |
| Q4 2022 | $390 | -99.7% | 5,904 | +196.2% | 0.02% | +214.3% |
| Q3 2022 | $117,000 | -85.2% | 1,993 | -84.2% | 0.01% | -78.8% |
| Q2 2022 | $789,000 | -45.7% | 12,642 | -37.9% | 0.03% | -15.4% |
| Q1 2022 | $1,454,000 | +28.3% | 20,373 | +31.7% | 0.04% | +56.0% |
| Q4 2021 | $1,133,000 | -2.1% | 15,467 | -9.8% | 0.02% | -19.4% |
| Q3 2021 | $1,157,000 | +20.6% | 17,151 | +22.3% | 0.03% | +19.2% |
| Q2 2021 | $959,000 | +54.7% | 14,021 | -7.8% | 0.03% | +62.5% |
| Q1 2021 | $620,000 | – | 15,213 | – | 0.02% | – |
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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% |