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 | $564,348 | -3.9% | 8,755 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $587,373 | +2.3% | 8,755 | 0.0% | 0.12% | +0.8% |
| Q1 2023 | $574,153 | -0.7% | 8,755 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $578,000 | +12.9% | 8,755 | 0.0% | 0.12% | -0.8% |
| Q3 2022 | $512,000 | -6.2% | 8,755 | 0.0% | 0.12% | +4.2% |
| Q2 2022 | $546,000 | -12.6% | 8,755 | 0.0% | 0.12% | -4.0% |
| Q1 2022 | $625,000 | -2.5% | 8,755 | 0.0% | 0.12% | -3.8% |
| Q4 2021 | $641,000 | +8.5% | 8,755 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $591,000 | -1.3% | 8,755 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $599,000 | +4.7% | 8,755 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $572,000 | +9.8% | 8,755 | 0.0% | 0.13% | +1.6% |
| Q4 2020 | $521,000 | -15.4% | 8,755 | -25.8% | 0.13% | -25.9% |
| Q3 2020 | $616,000 | -65.3% | 11,800 | -66.7% | 0.17% | -64.4% |
| Q2 2020 | $1,777,000 | +13.2% | 35,457 | 0.0% | 0.49% | +2.9% |
| Q1 2020 | $1,570,000 | +10.4% | 35,457 | +49.9% | 0.48% | +44.4% |
| Q4 2019 | $1,422,000 | -47.0% | 23,657 | -50.0% | 0.33% | +1.2% |
| Q3 2019 | $2,684,000 | +102.1% | 47,314 | +100.0% | 0.32% | +4.8% |
| Q2 2019 | $1,328,000 | +2.5% | 23,657 | 0.0% | 0.31% | -2.5% |
| Q1 2019 | $1,295,000 | +28.5% | 23,657 | +15.7% | 0.32% | +12.4% |
| Q4 2018 | $1,008,000 | -12.1% | 20,450 | 0.0% | 0.28% | -12.7% |
| Q3 2018 | $1,147,000 | +5.6% | 20,450 | 0.0% | 0.32% | -0.3% |
| Q2 2018 | $1,086,000 | +0.5% | 20,450 | 0.0% | 0.32% | -3.3% |
| Q1 2018 | $1,081,000 | -3.4% | 20,450 | 0.0% | 0.34% | -7.9% |
| Q4 2017 | $1,119,000 | – | 20,450 | – | 0.36% | – |
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% |