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 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $4 | -82.6% | 66 | -81.1% | 0.00% | – |
| Q1 2023 | $23 | -46.5% | 350 | -46.3% | 0.00% | – |
| Q4 2022 | $43 | -99.9% | 652 | 0.0% | 0.00% | – |
| Q3 2022 | $38,000 | -61.2% | 652 | -58.4% | 0.00% | -100.0% |
| Q2 2022 | $98,000 | -32.4% | 1,568 | -22.6% | 0.00% | 0.0% |
| Q1 2022 | $145,000 | -2.0% | 2,027 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $148,000 | -47.3% | 2,027 | -62.4% | 0.00% | -50.0% |
| Q3 2021 | $281,000 | +51.1% | 5,392 | +98.1% | 0.00% | +100.0% |
| Q2 2021 | $186,000 | -42.1% | 2,722 | -49.5% | 0.00% | -50.0% |
| Q1 2021 | $321,000 | 0.0% | 5,392 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $321,000 | +14.2% | 5,392 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $281,000 | -11.1% | 5,392 | -14.4% | 0.00% | -33.3% |
| Q2 2020 | $316,000 | -26.7% | 6,297 | -35.3% | 0.00% | -25.0% |
| Q1 2020 | $431,000 | +159.6% | 9,730 | +253.4% | 0.00% | +300.0% |
| Q4 2019 | $166,000 | +7.1% | 2,753 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $155,000 | +47.6% | 2,736 | +46.6% | 0.00% | 0.0% |
| Q2 2019 | $105,000 | +28.0% | 1,866 | +24.6% | 0.00% | 0.0% |
| Q1 2019 | $82,000 | +26.2% | 1,498 | +13.9% | 0.00% | 0.0% |
| Q4 2018 | $65,000 | -18.8% | 1,315 | -7.8% | 0.00% | 0.0% |
| Q3 2018 | $80,000 | +27.0% | 1,427 | +20.2% | 0.00% | 0.0% |
| Q2 2018 | $63,000 | +117.2% | 1,187 | +114.3% | 0.00% | – |
| Q1 2018 | $29,000 | +7.4% | 554 | +12.4% | 0.00% | – |
| Q4 2017 | $27,000 | +80.0% | 493 | +71.8% | 0.00% | – |
| Q3 2017 | $15,000 | +7.1% | 287 | +0.7% | 0.00% | – |
| Q2 2017 | $14,000 | -81.1% | 285 | -80.9% | 0.00% | -100.0% |
| Q1 2017 | $74,000 | +32.1% | 1,490 | +27.0% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | +300.0% | 1,173 | +293.6% | 0.00% | – |
| Q3 2016 | $14,000 | +100.0% | 298 | +96.1% | 0.00% | – |
| Q2 2016 | $7,000 | – | 152 | – | 0.00% | – |
Download | ||||||
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% |