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 | $498,212 | +5.3% | 7,729 | +9.6% | 0.21% | +7.1% |
| Q2 2023 | $473,253 | +1.9% | 7,054 | -0.4% | 0.20% | -1.5% |
| Q1 2023 | $464,569 | -0.7% | 7,084 | 0.0% | 0.20% | -1.0% |
| Q4 2022 | $467,686 | +12.7% | 7,084 | 0.0% | 0.20% | +4.7% |
| Q3 2022 | $415,000 | -6.3% | 7,084 | 0.0% | 0.19% | +1.6% |
| Q2 2022 | $443,000 | -5.1% | 7,084 | +8.4% | 0.19% | +8.0% |
| Q1 2022 | $467,000 | +1.3% | 6,534 | +3.7% | 0.18% | +4.8% |
| Q4 2021 | $461,000 | +55.7% | 6,300 | +43.7% | 0.17% | +42.7% |
| Q3 2021 | $296,000 | +13.0% | 4,385 | +14.5% | 0.12% | -6.4% |
| Q2 2021 | $262,000 | – | 3,830 | – | 0.12% | – |
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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% |