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 | $2,155 | -9.2% | 33,428 | -5.5% | 0.01% | 0.0% |
| Q2 2023 | $2,373 | +6.3% | 35,377 | +3.9% | 0.01% | -11.1% |
| Q1 2023 | $2,233 | -0.9% | 34,052 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $2,254 | -99.9% | 34,136 | +1.7% | 0.01% | +12.5% |
| Q3 2022 | $1,964,000 | -6.4% | 33,572 | +0.8% | 0.01% | -11.1% |
| Q2 2022 | $2,098,000 | -1.3% | 33,297 | +11.9% | 0.01% | 0.0% |
| Q1 2022 | $2,125,000 | -5.9% | 29,760 | -3.5% | 0.01% | 0.0% |
| Q4 2021 | $2,259,000 | +10.3% | 30,847 | +1.6% | 0.01% | 0.0% |
| Q3 2021 | $2,048,000 | -1.2% | 30,347 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $2,073,000 | +21.2% | 30,326 | +15.8% | 0.01% | +12.5% |
| Q1 2021 | $1,710,000 | +27.4% | 26,198 | +16.2% | 0.01% | +33.3% |
| Q4 2020 | $1,342,000 | +22.2% | 22,540 | +7.1% | 0.01% | 0.0% |
| Q3 2020 | $1,098,000 | +6.7% | 21,036 | +2.5% | 0.01% | -14.3% |
| Q2 2020 | $1,029,000 | +22.6% | 20,532 | +8.4% | 0.01% | 0.0% |
| Q1 2020 | $839,000 | – | 18,942 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |