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 | $218,303 | -5.6% | 3,387 | -1.8% | 0.03% | -3.2% |
| Q2 2023 | $231,369 | -36.9% | 3,449 | -38.3% | 0.03% | -39.2% |
| Q1 2023 | $366,634 | -40.9% | 5,591 | -40.5% | 0.05% | -43.3% |
| Q4 2022 | $620,405 | -37.6% | 9,397 | -44.8% | 0.09% | -42.7% |
| Q3 2022 | $995,000 | -22.5% | 17,013 | -17.3% | 0.16% | -19.1% |
| Q2 2022 | $1,284,000 | -34.6% | 20,571 | -25.2% | 0.19% | -27.3% |
| Q1 2022 | $1,964,000 | -2.2% | 27,509 | +0.2% | 0.27% | -0.7% |
| Q4 2021 | $2,009,000 | +9.2% | 27,443 | +0.7% | 0.27% | -1.8% |
| Q3 2021 | $1,839,000 | +4.6% | 27,249 | +6.0% | 0.27% | +3.0% |
| Q2 2021 | $1,758,000 | +3.2% | 25,715 | -1.5% | 0.27% | -7.6% |
| Q1 2021 | $1,704,000 | +10.7% | 26,105 | +1.0% | 0.29% | -4.0% |
| Q4 2020 | $1,539,000 | +17.3% | 25,859 | +2.9% | 0.30% | -5.4% |
| Q3 2020 | $1,312,000 | +4.9% | 25,130 | +0.6% | 0.32% | -23.4% |
| Q2 2020 | $1,251,000 | +2.0% | 24,969 | -2.7% | 0.41% | -4.4% |
| Q1 2020 | $1,226,000 | -17.6% | 25,673 | +2.8% | 0.43% | -1.8% |
| Q4 2019 | $1,487,000 | +0.7% | 24,980 | -4.0% | 0.44% | -15.5% |
| Q3 2019 | $1,476,000 | +0.1% | 26,026 | +1.2% | 0.52% | -7.8% |
| Q2 2019 | $1,474,000 | +10.6% | 25,727 | +5.6% | 0.57% | +4.4% |
| Q1 2019 | $1,333,000 | +22.7% | 24,354 | +10.5% | 0.54% | +2.3% |
| Q4 2018 | $1,086,000 | -38.2% | 22,039 | -29.7% | 0.53% | +7.1% |
| Q3 2018 | $1,758,000 | +6.8% | 31,353 | +1.2% | 0.50% | -2.6% |
| Q2 2018 | $1,646,000 | +1.9% | 30,986 | +1.3% | 0.51% | -9.4% |
| Q1 2018 | $1,616,000 | +70.1% | 30,585 | +75.9% | 0.56% | +65.0% |
| Q4 2017 | $950,000 | +50.1% | 17,383 | +42.2% | 0.34% | +35.5% |
| Q3 2017 | $633,000 | +35.5% | 12,225 | +31.4% | 0.25% | +26.1% |
| Q2 2017 | $467,000 | – | 9,305 | – | 0.20% | – |
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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% |