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 | $1,438,391 | -3.7% | 22,314 | +0.2% | 0.08% | -5.6% |
| Q2 2023 | $1,493,576 | +2.3% | 22,262 | -0.0% | 0.09% | -4.3% |
| Q1 2023 | $1,460,184 | -0.5% | 22,266 | +0.2% | 0.09% | -11.3% |
| Q4 2022 | $1,467,635 | +7.9% | 22,230 | -4.4% | 0.11% | -8.6% |
| Q3 2022 | $1,360,000 | -6.9% | 23,251 | -0.7% | 0.12% | -10.1% |
| Q2 2022 | $1,461,000 | -27.8% | 23,405 | -17.4% | 0.13% | -23.7% |
| Q1 2022 | $2,023,000 | -2.8% | 28,336 | -0.3% | 0.17% | -6.6% |
| Q4 2021 | $2,081,000 | +8.0% | 28,421 | -0.4% | 0.18% | -11.7% |
| Q3 2021 | $1,926,000 | +17.1% | 28,542 | +18.6% | 0.20% | -11.6% |
| Q2 2021 | $1,645,000 | +3.7% | 24,057 | -1.0% | 0.23% | -14.7% |
| Q1 2021 | $1,586,000 | +7.3% | 24,293 | +0.3% | 0.27% | 0.0% |
| Q4 2020 | $1,478,000 | +15.5% | 24,222 | -1.2% | 0.27% | -1.8% |
| Q3 2020 | $1,280,000 | +2.8% | 24,525 | -0.9% | 0.28% | -0.7% |
| Q2 2020 | $1,245,000 | +5.3% | 24,754 | +0.3% | 0.28% | -7.6% |
| Q1 2020 | $1,182,000 | -7.7% | 24,691 | +16.0% | 0.30% | +10.6% |
| Q4 2019 | $1,280,000 | +15.9% | 21,291 | +9.4% | 0.27% | +3.0% |
| Q3 2019 | $1,104,000 | +27.3% | 19,461 | +26.0% | 0.26% | +25.0% |
| Q2 2019 | $867,000 | +2.8% | 15,446 | +0.4% | 0.21% | +1.0% |
| Q1 2019 | $843,000 | +8.5% | 15,392 | -2.3% | 0.21% | -5.0% |
| Q4 2018 | $777,000 | -30.0% | 15,759 | -20.4% | 0.22% | -23.0% |
| Q3 2018 | $1,110,000 | +5.6% | 19,792 | 0.0% | 0.29% | +0.7% |
| Q2 2018 | $1,051,000 | +0.8% | 19,792 | +0.3% | 0.28% | -1.4% |
| Q1 2018 | $1,043,000 | -3.5% | 19,736 | -0.2% | 0.29% | 0.0% |
| Q4 2017 | $1,081,000 | +6.2% | 19,770 | +0.6% | 0.29% | -3.3% |
| Q3 2017 | $1,018,000 | +3.6% | 19,648 | +0.4% | 0.30% | +0.7% |
| Q2 2017 | $983,000 | +0.2% | 19,579 | -0.8% | 0.30% | -6.6% |
| Q1 2017 | $981,000 | +3.4% | 19,740 | 0.0% | 0.32% | -0.6% |
| Q4 2016 | $949,000 | +5.6% | 19,740 | 0.0% | 0.32% | +2.9% |
| Q3 2016 | $899,000 | +1.7% | 19,740 | 0.0% | 0.31% | -2.2% |
| Q2 2016 | $884,000 | +3.6% | 19,740 | 0.0% | 0.32% | +2.9% |
| Q1 2016 | $853,000 | +1.4% | 19,740 | -0.4% | 0.31% | -3.1% |
| Q4 2015 | $841,000 | +6.5% | 19,817 | -0.2% | 0.32% | -1.5% |
| Q3 2015 | $790,000 | -7.5% | 19,851 | 0.0% | 0.32% | 0.0% |
| Q2 2015 | $854,000 | -0.6% | 19,851 | 0.0% | 0.32% | -1.8% |
| Q1 2015 | $859,000 | -1.8% | 19,851 | 0.0% | 0.33% | -6.0% |
| Q4 2014 | $875,000 | +2.7% | 19,851 | -0.7% | 0.35% | +0.6% |
| Q3 2014 | $852,000 | -0.5% | 19,987 | 0.0% | 0.35% | -0.6% |
| Q2 2014 | $856,000 | +3.9% | 19,987 | 0.0% | 0.35% | +0.6% |
| Q1 2014 | $824,000 | +0.4% | 19,987 | -0.9% | 0.35% | +1.2% |
| Q4 2013 | $821,000 | -0.1% | 20,159 | -8.5% | 0.34% | -7.5% |
| Q3 2013 | $822,000 | +24.4% | 22,032 | +20.6% | 0.37% | +19.2% |
| Q2 2013 | $661,000 | – | 18,272 | – | 0.31% | – |
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% |