SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $938,138 | -4.5% | 14,554 | -0.6% | 0.10% | -2.0% |
| Q2 2023 | $982,557 | +341.8% | 14,645 | -2.0% | 0.10% | +733.3% |
| Q1 2023 | $222,388 | -81.9% | 14,942 | -19.7% | 0.01% | -78.2% |
| Q4 2022 | $1,228,910 | +20.7% | 18,614 | +7.0% | 0.06% | -8.3% |
| Q3 2022 | $1,018,000 | -7.6% | 17,397 | -0.5% | 0.06% | -38.8% |
| Q2 2022 | $1,102,000 | -22.8% | 17,478 | -12.6% | 0.10% | +21.0% |
| Q1 2022 | $1,428,000 | -9.8% | 20,004 | -7.5% | 0.08% | -39.6% |
| Q4 2021 | $1,584,000 | +13.8% | 21,628 | +1.4% | 0.13% | +20.7% |
| Q1 2021 | $1,392,000 | -7.9% | 21,331 | -15.9% | 0.11% | -20.1% |
| Q4 2020 | $1,511,000 | – | 25,374 | – | 0.14% | – |
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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% |