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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,279 | -100.0% | 50 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $6,905,000 | -7.5% | 110,622 | +5.8% | 0.22% | +3.3% |
| Q1 2022 | $7,462,000 | -5.5% | 104,524 | -3.1% | 0.21% | -9.0% |
| Q4 2021 | $7,900,000 | -43.0% | 107,898 | -47.5% | 0.23% | -35.8% |
| Q3 2021 | $13,871,000 | -25.7% | 205,557 | -24.7% | 0.36% | -34.6% |
| Q2 2021 | $18,668,000 | +9.4% | 273,040 | +4.5% | 0.56% | -11.3% |
| Q1 2021 | $17,057,000 | +21.8% | 261,292 | -2.6% | 0.63% | +25.2% |
| Q3 2020 | $14,001,000 | -72.8% | 268,279 | -73.9% | 0.50% | -60.6% |
| Q2 2020 | $51,523,000 | +548.7% | 1,028,190 | +473.1% | 1.27% | +227.1% |
| Q1 2020 | $7,942,000 | -59.5% | 179,406 | -45.1% | 0.39% | -54.9% |
| Q4 2019 | $19,630,000 | +44.1% | 326,517 | +36.0% | 0.86% | +56.0% |
| Q3 2019 | $13,619,000 | – | 240,072 | – | 0.55% | – |
Download | ||||||
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% |