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 | $3,227,630 | +1174.1% | 50,072 | +1226.1% | 0.01% | +1200.0% |
| Q2 2023 | $253,332 | +104.2% | 3,776 | +101.0% | 0.00% | 0.0% |
| Q4 2022 | $124,052 | +254.4% | 1,879 | +232.0% | 0.00% | – |
| Q2 2022 | $35,000 | -96.3% | 566 | -95.7% | 0.00% | -100.0% |
| Q1 2022 | $940,000 | +1640.7% | 13,169 | +1672.4% | 0.00% | – |
| Q4 2021 | $54,000 | +54.3% | 743 | +44.6% | 0.00% | – |
| Q3 2021 | $35,000 | -69.6% | 514 | -69.3% | 0.00% | -100.0% |
| Q2 2021 | $115,000 | -35.4% | 1,675 | -38.7% | 0.00% | 0.0% |
| Q1 2021 | $178,000 | +8800.0% | 2,734 | +7941.2% | 0.00% | – |
| Q4 2020 | $2,000 | -99.5% | 34 | -99.6% | 0.00% | -100.0% |
| Q3 2020 | $420,000 | – | 8,042 | – | 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% |