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 | $3,500,113 | -24.5% | 54,299 | -21.4% | 0.27% | -22.5% |
| Q2 2023 | $4,633,034 | +16.9% | 69,057 | +14.3% | 0.35% | +14.3% |
| Q1 2023 | $3,963,130 | -5.9% | 60,432 | -5.3% | 0.31% | -10.0% |
| Q4 2022 | $4,213,330 | +27.1% | 63,819 | +12.6% | 0.34% | +8.3% |
| Q3 2022 | $3,316,000 | +38.7% | 56,676 | +48.0% | 0.32% | +55.9% |
| Q2 2022 | $2,390,000 | +29.2% | 38,292 | +47.8% | 0.20% | +48.5% |
| Q1 2022 | $1,850,000 | +225.1% | 25,916 | +233.5% | 0.14% | +325.0% |
| Q4 2021 | $569,000 | -17.3% | 7,770 | -23.8% | 0.03% | -23.8% |
| Q3 2021 | $688,000 | -6.0% | 10,196 | -4.8% | 0.04% | -8.7% |
| Q2 2021 | $732,000 | +25.1% | 10,706 | +19.6% | 0.05% | +12.2% |
| Q1 2021 | $585,000 | +41.6% | 8,954 | +29.1% | 0.04% | +32.3% |
| Q4 2020 | $413,000 | +87.7% | 6,934 | +64.7% | 0.03% | +63.2% |
| Q3 2020 | $220,000 | +3.8% | 4,210 | -0.6% | 0.02% | -9.5% |
| Q2 2020 | $212,000 | +165.0% | 4,237 | +133.3% | 0.02% | +133.3% |
| Q1 2020 | $80,000 | -46.3% | 1,816 | -26.6% | 0.01% | -40.0% |
| Q4 2019 | $149,000 | +30.7% | 2,474 | +22.6% | 0.02% | -46.4% |
| Q3 2019 | $114,000 | -58.1% | 2,018 | -58.1% | 0.03% | 0.0% |
| Q2 2019 | $272,000 | +4.2% | 4,818 | +1.0% | 0.03% | +3.7% |
| Q1 2019 | $261,000 | -10.3% | 4,768 | -19.5% | 0.03% | -22.9% |
| Q4 2018 | $291,000 | +72.2% | 5,922 | +96.2% | 0.04% | -27.1% |
| Q3 2018 | $169,000 | – | 3,018 | – | 0.05% | – |
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% |