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 | $78 | -3.7% | 1,207 | +0.5% | 0.01% | +16.7% |
| Q2 2023 | $81 | +3.8% | 1,201 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $78 | -1.3% | 1,195 | +0.5% | 0.01% | -14.3% |
| Q4 2022 | $79 | -99.9% | 1,189 | +25.4% | 0.01% | 0.0% |
| Q3 2022 | $55,000 | -6.8% | 948 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $59,000 | -11.9% | 942 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $67,000 | -1.5% | 936 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $68,000 | +7.9% | 932 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $63,000 | 0.0% | 927 | +0.5% | 0.01% | +16.7% |
| Q2 2021 | $63,000 | +1.6% | 922 | -3.7% | 0.01% | -14.3% |
| Q1 2021 | $62,000 | -16.2% | 957 | -23.3% | 0.01% | -22.2% |
| Q4 2020 | $74,000 | +13.8% | 1,248 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $65,000 | +6.6% | 1,240 | +1.1% | 0.01% | 0.0% |
| Q2 2020 | $61,000 | +13.0% | 1,226 | +0.7% | 0.01% | +12.5% |
| Q1 2020 | $54,000 | -44.9% | 1,218 | -25.7% | 0.01% | -42.9% |
| Q4 2019 | $98,000 | -37.2% | 1,639 | -40.5% | 0.01% | -33.3% |
| Q3 2019 | $156,000 | +2.6% | 2,755 | +1.8% | 0.02% | 0.0% |
| Q2 2019 | $152,000 | -48.3% | 2,707 | -49.8% | 0.02% | +5.0% |
| Q1 2019 | $294,000 | +116.2% | 5,390 | +94.6% | 0.02% | -13.0% |
| Q4 2018 | $136,000 | -11.7% | 2,770 | +0.5% | 0.02% | 0.0% |
| Q3 2018 | $154,000 | +6.9% | 2,755 | +1.1% | 0.02% | -8.0% |
| Q2 2018 | $144,000 | +0.7% | 2,725 | +0.5% | 0.02% | 0.0% |
| Q1 2018 | $143,000 | -2.1% | 2,712 | +1.1% | 0.02% | +4.2% |
| Q4 2017 | $146,000 | +6.6% | 2,682 | +1.1% | 0.02% | 0.0% |
| Q3 2017 | $137,000 | +4.6% | 2,653 | +1.1% | 0.02% | +4.3% |
| Q2 2017 | $131,000 | +14.9% | 2,624 | +14.2% | 0.02% | +9.5% |
| Q1 2017 | $114,000 | -40.6% | 2,298 | -42.5% | 0.02% | -43.2% |
| Q4 2016 | $192,000 | +4.9% | 3,995 | -0.7% | 0.04% | +2.8% |
| Q3 2016 | $183,000 | -30.4% | 4,024 | -31.7% | 0.04% | -37.9% |
| Q2 2016 | $263,000 | -30.2% | 5,888 | -24.6% | 0.06% | -34.1% |
| Q1 2016 | $377,000 | -21.6% | 7,810 | -31.2% | 0.09% | -23.5% |
| Q4 2015 | $481,000 | -4.2% | 11,346 | -10.1% | 0.12% | -16.7% |
| Q3 2015 | $502,000 | -9.4% | 12,627 | -2.0% | 0.14% | -5.5% |
| Q2 2015 | $554,000 | -5.0% | 12,886 | -4.4% | 0.15% | -7.0% |
| Q1 2015 | $583,000 | -2.3% | 13,480 | -0.4% | 0.16% | -11.8% |
| Q4 2014 | $597,000 | -6.7% | 13,539 | -9.8% | 0.18% | -7.8% |
| Q3 2014 | $640,000 | +3100.0% | 15,004 | +2980.9% | 0.19% | +2312.5% |
| Q2 2014 | $20,000 | -9.1% | 487 | -11.9% | 0.01% | -11.1% |
| Q1 2014 | $22,000 | -8.3% | 553 | -8.0% | 0.01% | 0.0% |
| Q4 2013 | $24,000 | +14.3% | 601 | +3.3% | 0.01% | 0.0% |
| Q3 2013 | $21,000 | +5.0% | 582 | +3.9% | 0.01% | 0.0% |
| Q2 2013 | $20,000 | – | 560 | – | 0.01% | – |
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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% |