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 | $825,088 | -3.9% | 12,800 | 0.0% | 0.59% | 0.0% |
| Q2 2023 | $858,752 | +21.2% | 12,800 | +18.5% | 0.59% | +16.1% |
| Q1 2023 | $708,264 | -12.7% | 10,800 | -12.1% | 0.51% | -14.5% |
| Q4 2022 | $810,858 | +25.9% | 12,282 | +11.7% | 0.60% | +10.0% |
| Q3 2022 | $644,000 | -6.3% | 11,000 | 0.0% | 0.54% | -0.2% |
| Q2 2022 | $687,000 | -13.0% | 11,000 | 0.0% | 0.54% | -11.6% |
| Q1 2022 | $790,000 | – | 11,000 | – | 0.61% | – |
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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% |