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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,996 | +2.3% | 3,070 | 0.0% | 0.10% | -4.5% |
| Q1 2023 | $201,359 | -12.1% | 3,070 | -11.5% | 0.11% | -17.9% |
| Q4 2022 | $229,118 | +12.9% | 3,470 | 0.0% | 0.13% | +1.5% |
| Q3 2022 | $203,000 | -6.5% | 3,470 | 0.0% | 0.13% | +13.8% |
| Q2 2022 | $217,000 | -12.5% | 3,470 | 0.0% | 0.12% | +0.9% |
| Q1 2022 | $248,000 | -2.4% | 3,470 | 0.0% | 0.12% | +7.5% |
| Q4 2021 | $254,000 | +8.5% | 3,470 | 0.0% | 0.11% | -3.6% |
| Q3 2021 | $234,000 | -1.3% | 3,470 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $237,000 | +1.7% | 3,470 | -2.6% | 0.11% | -4.3% |
| Q1 2021 | $233,000 | -26.5% | 3,563 | -33.2% | 0.12% | -31.4% |
| Q4 2020 | $317,000 | +41.5% | 5,330 | +24.3% | 0.17% | +21.6% |
| Q3 2020 | $224,000 | -5.1% | 4,287 | -9.1% | 0.14% | -13.7% |
| Q2 2020 | $236,000 | +12.9% | 4,718 | 0.0% | 0.16% | -11.5% |
| Q1 2020 | $209,000 | -26.4% | 4,718 | 0.0% | 0.18% | -6.2% |
| Q4 2019 | $284,000 | +6.8% | 4,718 | +0.6% | 0.19% | +0.5% |
| Q3 2019 | $266,000 | +4.3% | 4,688 | +3.2% | 0.19% | +4.3% |
| Q2 2019 | $255,000 | – | 4,544 | – | 0.18% | – |
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% |