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 | $183,325 | -3.9% | 2,844 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $190,804 | +2.3% | 2,844 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $186,510 | -2.4% | 2,844 | -1.8% | 0.02% | -5.3% |
| Q4 2022 | $191,128 | +13.1% | 2,895 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $169,000 | -4.5% | 2,895 | +2.4% | 0.02% | 0.0% |
| Q2 2022 | $177,000 | -12.8% | 2,828 | -0.5% | 0.02% | 0.0% |
| Q1 2022 | $203,000 | -2.9% | 2,843 | -0.4% | 0.02% | -5.0% |
| Q4 2021 | $209,000 | +2.0% | 2,854 | -6.2% | 0.02% | -4.8% |
| Q3 2021 | $205,000 | +2.5% | 3,044 | +4.2% | 0.02% | -30.0% |
| Q2 2021 | $200,000 | -18.0% | 2,920 | -22.0% | 0.03% | -40.0% |
| Q1 2021 | $244,000 | -0.8% | 3,745 | -9.5% | 0.05% | -3.8% |
| Q4 2020 | $246,000 | +22.4% | 4,139 | +7.7% | 0.05% | +8.3% |
| Q3 2020 | $201,000 | -19.6% | 3,843 | -22.9% | 0.05% | -26.2% |
| Q2 2020 | $250,000 | +22.0% | 4,982 | +7.7% | 0.06% | +6.6% |
| Q1 2020 | $205,000 | -26.3% | 4,625 | 0.0% | 0.06% | -10.3% |
| Q4 2019 | $278,000 | +29.9% | 4,625 | +22.5% | 0.07% | +23.6% |
| Q3 2019 | $214,000 | +4.9% | 3,776 | +4.1% | 0.06% | +5.8% |
| Q2 2019 | $204,000 | +85.5% | 3,626 | +80.5% | 0.05% | +79.3% |
| Q1 2019 | $110,000 | +11.1% | 2,009 | 0.0% | 0.03% | +7.4% |
| Q4 2018 | $99,000 | +13.8% | 2,009 | +28.9% | 0.03% | +22.7% |
| Q3 2018 | $87,000 | +210.7% | 1,559 | +191.4% | 0.02% | +214.3% |
| Q2 2018 | $28,000 | 0.0% | 535 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $28,000 | -3.4% | 535 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $29,000 | +38.1% | 535 | +29.9% | 0.01% | +40.0% |
| Q3 2017 | $21,000 | – | 412 | – | 0.01% | – |
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% |