SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,139 | -28.7% | 64,203 | -25.8% | 0.06% | -30.4% |
| Q2 2023 | $5,808 | +5.1% | 86,570 | +2.8% | 0.09% | -3.2% |
| Q1 2023 | $5,525 | -99.9% | 84,252 | -10.4% | 0.10% | -13.6% |
| Q4 2022 | $6,211,000 | -99.9% | 94,081 | -19.4% | 0.11% | -19.1% |
| Q3 2022 | $6,830,000,000 | +103150.2% | 116,731 | +10.2% | 0.14% | +6.2% |
| Q2 2022 | $6,615,000 | +8.7% | 105,969 | +24.3% | 0.13% | +19.6% |
| Q1 2022 | $6,086,000 | -99.8% | 85,243 | +106.2% | 0.11% | +101.9% |
| Q4 2021 | $3,027,000,000 | +94493.8% | 41,336 | -12.8% | 0.05% | -17.2% |
| Q3 2021 | $3,200,000 | +0.1% | 47,428 | +1.5% | 0.06% | -5.9% |
| Q2 2021 | $3,196,000 | +27.2% | 46,744 | +21.5% | 0.07% | +11.5% |
| Q1 2021 | $2,512,000 | +42.9% | 38,480 | +30.3% | 0.06% | +24.5% |
| Q4 2020 | $1,758,000 | +58.7% | 29,524 | +39.0% | 0.05% | +32.4% |
| Q3 2020 | $1,108,000 | +276.9% | 21,233 | +262.2% | 0.04% | +236.4% |
| Q2 2020 | $294,000 | – | 5,862 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |