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 | $17,348,347 | -5.8% | 269,134 | -2.0% | 1.92% | -1.3% |
| Q2 2023 | $18,425,652 | +0.2% | 274,641 | -2.1% | 1.95% | -6.5% |
| Q1 2023 | $18,391,209 | +1.7% | 280,439 | +2.4% | 2.08% | -5.5% |
| Q4 2022 | $18,088,879 | +18.2% | 273,991 | +4.8% | 2.20% | +5.2% |
| Q3 2022 | $15,300,000 | -4.7% | 261,490 | +1.6% | 2.10% | -1.2% |
| Q2 2022 | $16,061,000 | -7.8% | 257,311 | +5.5% | 2.12% | +4.6% |
| Q1 2022 | $17,416,000 | +6.5% | 243,961 | +9.2% | 2.03% | +16.5% |
| Q4 2021 | $16,353,000 | +10.0% | 223,343 | +1.4% | 1.74% | -4.8% |
| Q3 2021 | $14,862,000 | -0.9% | 220,238 | +0.4% | 1.83% | -1.0% |
| Q2 2021 | $14,997,000 | +11.4% | 219,350 | +6.3% | 1.85% | +4.4% |
| Q1 2021 | $13,467,000 | +7.6% | 206,294 | -1.9% | 1.77% | +3.0% |
| Q4 2020 | $12,515,000 | +17.0% | 210,237 | +2.6% | 1.72% | -1.9% |
| Q3 2020 | $10,697,000 | +8.3% | 204,967 | +4.0% | 1.75% | -1.6% |
| Q2 2020 | $9,873,000 | +8.7% | 197,032 | -3.9% | 1.78% | +3.9% |
| Q1 2020 | $9,081,000 | -25.9% | 205,117 | +0.6% | 1.71% | +1.8% |
| Q4 2019 | $12,257,000 | +6.7% | 203,875 | +0.7% | 1.68% | -1.8% |
| Q3 2019 | $11,485,000 | -4.6% | 202,443 | -5.6% | 1.71% | -4.1% |
| Q2 2019 | $12,044,000 | +4.1% | 214,543 | +1.5% | 1.78% | -0.4% |
| Q1 2019 | $11,573,000 | +14.8% | 211,419 | +3.4% | 1.79% | +6.4% |
| Q4 2018 | $10,083,000 | -1.4% | 204,557 | +12.2% | 1.68% | -16.2% |
| Q3 2018 | $10,222,000 | +6.2% | 182,282 | +0.6% | 2.01% | -2.7% |
| Q2 2018 | $9,626,000 | +1.1% | 181,207 | +0.5% | 2.06% | -1.8% |
| Q1 2018 | $9,525,000 | -1.6% | 180,264 | +1.9% | 2.10% | +11.9% |
| Q4 2017 | $9,675,000 | +19.4% | 176,964 | +13.1% | 1.88% | +5.8% |
| Q3 2017 | $8,106,000 | +5.3% | 156,427 | +2.1% | 1.78% | +0.4% |
| Q2 2017 | $7,695,000 | +6.4% | 153,281 | +5.3% | 1.77% | -0.1% |
| Q1 2017 | $7,229,000 | +15.7% | 145,513 | +12.0% | 1.77% | +10.5% |
| Q4 2016 | $6,246,000 | +24.9% | 129,874 | +18.4% | 1.60% | +11.7% |
| Q3 2016 | $5,000,000 | +47.8% | 109,735 | +45.3% | 1.43% | +33.8% |
| Q2 2016 | $3,382,000 | +7586.4% | 75,508 | +7376.0% | 1.07% | +7046.7% |
| Q1 2016 | $44,000 | – | 1,010 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |