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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,980 | -29.0% | 155 | -25.8% | 0.01% | -25.0% |
| Q2 2023 | $14,054 | -0.1% | 209 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $14,064 | +0.5% | 214 | -0.9% | 0.01% | -11.1% |
| Q4 2022 | $14,000 | -39.1% | 216 | -45.2% | 0.01% | -47.1% |
| Q3 2022 | $23,000 | -54.0% | 394 | -50.5% | 0.02% | -54.1% |
| Q2 2022 | $50,000 | -30.6% | 796 | -21.4% | 0.04% | -32.7% |
| Q1 2022 | $72,000 | -21.7% | 1,013 | -19.3% | 0.06% | -21.4% |
| Q4 2021 | $92,000 | – | 1,255 | – | 0.07% | – |
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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% |