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 | $22,076,581 | +4.1% | 329,059 | +1.7% | 6.10% | -0.2% |
| Q1 2023 | $21,215,191 | +4.7% | 323,501 | +5.4% | 6.11% | -1.0% |
| Q4 2022 | $20,256,073 | +18.1% | 306,817 | +4.6% | 6.17% | +9.7% |
| Q3 2022 | $17,156,000 | -4.0% | 293,209 | +2.7% | 5.63% | +1.6% |
| Q2 2022 | $17,876,000 | -5.3% | 285,423 | +8.1% | 5.54% | +7.0% |
| Q1 2022 | $18,879,000 | +8.7% | 264,115 | +11.4% | 5.18% | +10.9% |
| Q4 2021 | $17,367,000 | +6931.2% | 237,189 | +6477.6% | 4.66% | +6470.4% |
| Q3 2021 | $247,000 | +16.0% | 3,606 | +15.7% | 0.07% | +16.4% |
| Q2 2021 | $213,000 | – | 3,118 | – | 0.06% | – |
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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% |