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 | $2,498,587 | -1.6% | 38,762 | +2.4% | 0.00% | 0.0% |
| Q2 2023 | $2,539,121 | +4.2% | 37,846 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $2,436,808 | -2.2% | 37,158 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $2,492,280 | -48.5% | 37,749 | -54.4% | 0.00% | -60.0% |
| Q3 2022 | $4,844,000 | -5.3% | 82,796 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $5,117,000 | +3.1% | 81,970 | +17.9% | 0.01% | +25.0% |
| Q1 2022 | $4,964,000 | +84.9% | 69,526 | +89.6% | 0.00% | +100.0% |
| Q4 2021 | $2,685,000 | +34.0% | 36,663 | +23.4% | 0.00% | 0.0% |
| Q3 2021 | $2,004,000 | +9.7% | 29,703 | +11.2% | 0.00% | 0.0% |
| Q2 2021 | $1,827,000 | +208.6% | 26,717 | +194.6% | 0.00% | +100.0% |
| Q1 2021 | $592,000 | +35.2% | 9,069 | +23.2% | 0.00% | – |
| Q4 2020 | $438,000 | +42.2% | 7,364 | +24.7% | 0.00% | – |
| Q3 2020 | $308,000 | +10.4% | 5,904 | +6.2% | 0.00% | – |
| Q2 2020 | $279,000 | +17.7% | 5,560 | +4.0% | 0.00% | – |
| Q1 2020 | $237,000 | -20.2% | 5,348 | +8.2% | 0.00% | – |
| Q4 2019 | $297,000 | +38.1% | 4,944 | +30.7% | 0.00% | – |
| Q3 2019 | $215,000 | -5.3% | 3,783 | -6.4% | 0.00% | – |
| Q2 2019 | $227,000 | – | 4,041 | – | 0.00% | – |
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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% |