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 2022 | $393,000 | 0.0% | 5,750 | 0.0% | 0.07% | +1.5% |
Q2 2022 | $393,000 | 0.0% | 5,750 | 0.0% | 0.07% | +17.5% |
Q1 2022 | $393,000 | -41.7% | 5,750 | -37.5% | 0.06% | -35.2% |
Q4 2021 | $674,000 | +8.5% | 9,200 | 0.0% | 0.09% | +3.5% |
Q3 2021 | $621,000 | -1.3% | 9,200 | 0.0% | 0.08% | -2.3% |
Q2 2021 | $629,000 | +4.7% | 9,200 | 0.0% | 0.09% | -2.2% |
Q1 2021 | $601,000 | +9.7% | 9,200 | 0.0% | 0.09% | +4.7% |
Q4 2020 | $548,000 | – | 9,200 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |