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 | $664,153 | -3.3% | 10,303 | +0.6% | 0.18% | -1.7% |
| Q2 2023 | $687,171 | -0.4% | 10,242 | -2.6% | 0.18% | -6.2% |
| Q1 2023 | $689,604 | -64.8% | 10,515 | -64.6% | 0.19% | -67.8% |
| Q4 2022 | $1,959,993 | +71.8% | 29,689 | +52.3% | 0.60% | +52.4% |
| Q3 2022 | $1,141,000 | +83.7% | 19,493 | +95.9% | 0.39% | +77.8% |
| Q2 2022 | $621,000 | -11.7% | 9,952 | +1.5% | 0.22% | -12.0% |
| Q1 2022 | $703,000 | – | 9,805 | – | 0.25% | – |
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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% |