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 | $236,840 | -45.2% | 3,674 | -43.0% | 0.07% | +11.7% |
| Q2 2023 | $432,328 | +10.3% | 6,444 | +8.6% | 0.06% | -49.2% |
| Q1 2023 | $391,829 | 0.0% | 5,935 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $391,829 | +9.1% | 5,935 | -3.3% | 0.12% | 0.0% |
| Q3 2022 | $359,000 | -7.9% | 6,140 | -1.8% | 0.12% | -2.5% |
| Q2 2022 | $390,000 | -57.2% | 6,255 | -51.1% | 0.12% | -2.4% |
| Q1 2022 | $912,000 | +118.2% | 12,780 | +124.1% | 0.12% | +10.7% |
| Q4 2021 | $418,000 | +17.7% | 5,703 | +8.3% | 0.11% | +14.3% |
| Q3 2021 | $355,000 | – | 5,265 | – | 0.10% | – |
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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% |