SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,413 | -37.6% | 115 | -35.0% | 0.00% | – |
| Q2 2023 | $11,875 | -57.2% | 177 | -58.2% | 0.00% | – |
| Q1 2023 | $27,740 | +18.0% | 423 | +18.8% | 0.00% | – |
| Q4 2022 | $23,503 | +370.1% | 356 | +318.8% | 0.00% | – |
| Q3 2022 | $5,000 | -93.7% | 85 | -93.3% | 0.00% | – |
| Q2 2022 | $79,000 | +6.8% | 1,264 | +22.6% | 0.00% | – |
| Q1 2022 | $74,000 | +469.2% | 1,031 | +472.8% | 0.00% | – |
| Q4 2021 | $13,000 | +85.7% | 180 | +71.4% | 0.00% | – |
| Q3 2021 | $7,000 | +600.0% | 105 | +950.0% | 0.00% | – |
| Q2 2021 | $1,000 | -90.0% | 10 | -94.3% | 0.00% | – |
| Q4 2020 | $10,000 | +150.0% | 176 | +112.0% | 0.00% | – |
| Q3 2020 | $4,000 | -93.3% | 83 | -93.9% | 0.00% | – |
| Q1 2020 | $60,000 | +27.7% | 1,353 | +71.5% | 0.00% | – |
| Q4 2019 | $47,000 | +67.9% | 789 | +61.3% | 0.00% | – |
| Q3 2019 | $28,000 | -39.1% | 489 | -40.0% | 0.00% | – |
| Q2 2019 | $46,000 | +253.8% | 815 | +255.9% | 0.00% | – |
| Q1 2019 | $13,000 | +18.2% | 229 | +5.5% | 0.00% | – |
| Q4 2018 | $11,000 | – | 217 | +2612.5% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 8 | -98.4% | 0.00% | – |
| Q1 2017 | $25,000 | – | 500 | +49900.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2014 | $2,142,000 | +3.9% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,061,000 | +1.3% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,035,000 | +9.1% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $1,865,000 | – | 50,000 | – | 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% |