SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 625 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,166,254 | -10.2% | 312,849 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $22,458,030 | +26.6% | 334,744 | +23.8% | 0.00% | 0.0% |
| Q1 2023 | $17,739,255 | +83402.4% | 270,499 | -15.9% | 0.00% | -33.3% |
| Q4 2022 | $21,244 | -97.1% | 321,777 | +2436.9% | 0.00% | – |
| Q3 2022 | $742,000 | -15.7% | 12,684 | -10.1% | 0.00% | – |
| Q2 2022 | $880,000 | +394.4% | 14,109 | +468.2% | 0.00% | – |
| Q1 2022 | $178,000 | +54.8% | 2,483 | +57.5% | 0.00% | – |
| Q4 2021 | $115,000 | +29.2% | 1,577 | +19.7% | 0.00% | – |
| Q3 2021 | $89,000 | +14.1% | 1,318 | +14.9% | 0.00% | – |
| Q2 2021 | $78,000 | 0.0% | 1,147 | -3.7% | 0.00% | – |
| Q1 2021 | $78,000 | +122.9% | 1,191 | +102.2% | 0.00% | – |
| Q4 2020 | $35,000 | +250.0% | 589 | +211.6% | 0.00% | – |
| Q3 2020 | $10,000 | -94.6% | 189 | -94.8% | 0.00% | – |
| Q2 2020 | $184,000 | +11.5% | 3,666 | -1.7% | 0.00% | – |
| Q1 2020 | $165,000 | +200.0% | 3,730 | +306.3% | 0.00% | – |
| Q4 2019 | $55,000 | +587.5% | 918 | +516.1% | 0.00% | – |
| Q3 2019 | $8,000 | -55.6% | 149 | -53.0% | 0.00% | – |
| Q2 2019 | $18,000 | +1700.0% | 317 | +1220.8% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 24 | +26.3% | 0.00% | – |
| Q4 2017 | $1,000 | -50.0% | 19 | -36.7% | 0.00% | – |
| Q3 2017 | $2,000 | – | 30 | – | 0.00% | – |
Download | ||||||
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% |