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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,277,642 | +12.5% | 118,083 | +3.4% | 3.49% | +7.1% |
| Q3 2023 | $7,360,556 | -3.5% | 114,188 | +0.4% | 3.25% | +1.4% |
| Q2 2023 | $7,628,076 | +3.7% | 113,699 | +1.3% | 3.21% | -2.4% |
| Q1 2023 | $7,358,528 | +4.2% | 112,207 | +4.9% | 3.29% | -1.4% |
| Q4 2022 | $7,064,397 | +14.8% | 107,004 | +1.7% | 3.33% | +3.6% |
| Q3 2022 | $6,154,000 | -22.3% | 105,173 | -5.2% | 3.22% | -7.6% |
| Q2 2022 | $7,922,000 | 0.0% | 110,966 | 0.0% | 3.48% | 0.0% |
| Q1 2022 | $7,922,000 | -0.0% | 110,966 | +2.5% | 3.48% | -0.4% |
| Q4 2021 | $7,925,000 | +12.9% | 108,240 | +4.0% | 3.50% | +10.0% |
| Q3 2021 | $7,020,000 | -0.5% | 104,036 | +0.8% | 3.18% | -3.7% |
| Q2 2021 | $7,055,000 | +4.7% | 103,182 | -0.0% | 3.30% | -3.8% |
| Q1 2021 | $6,738,000 | +15.7% | 103,219 | +5.5% | 3.44% | -1.1% |
| Q4 2020 | $5,826,000 | +14.3% | 97,867 | +0.2% | 3.47% | +5.5% |
| Q3 2020 | $5,099,000 | +0.1% | 97,698 | -3.9% | 3.29% | -4.1% |
| Q2 2020 | $5,093,000 | +16.0% | 101,640 | +2.4% | 3.43% | +8.0% |
| Q1 2020 | $4,392,000 | -25.3% | 99,214 | +2.0% | 3.18% | -22.8% |
| Q4 2018 | $5,880,000 | – | 97,280 | – | 4.12% | – |
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% |