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 | $1,695,362 | +9.4% | 26,301 | +13.9% | 0.67% | +11.9% |
| Q2 2023 | $1,549,779 | +7.2% | 23,100 | +4.8% | 0.60% | +1.2% |
| Q1 2023 | $1,445,842 | +15.5% | 22,047 | +16.3% | 0.59% | -4.2% |
| Q4 2022 | $1,251,343 | +47.6% | 18,954 | +30.8% | 0.62% | +46.8% |
| Q3 2022 | $848,000 | +13.1% | 14,496 | +20.7% | 0.42% | +22.7% |
| Q2 2022 | $750,000 | -23.5% | 12,012 | -12.5% | 0.34% | -13.4% |
| Q1 2022 | $980,000 | -33.0% | 13,722 | -31.3% | 0.40% | -33.0% |
| Q4 2021 | $1,463,000 | +4.3% | 19,983 | -3.9% | 0.59% | -5.3% |
| Q3 2021 | $1,403,000 | +5.3% | 20,798 | +6.7% | 0.62% | +3.8% |
| Q2 2021 | $1,333,000 | +8.4% | 19,501 | +3.5% | 0.60% | -1.8% |
| Q1 2021 | $1,230,000 | +14.5% | 18,838 | +4.5% | 0.61% | +6.2% |
| Q4 2020 | $1,074,000 | +28.3% | 18,033 | +12.4% | 0.58% | +10.8% |
| Q3 2020 | $837,000 | +1.6% | 16,043 | -2.4% | 0.52% | -6.5% |
| Q2 2020 | $824,000 | – | 16,441 | – | 0.56% | – |
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% |