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 | $156,673 | -4.3% | 2,431 | -0.4% | 0.02% | -3.8% |
| Q2 2023 | $163,750 | -29.7% | 2,441 | -31.3% | 0.03% | -58.1% |
| Q1 2023 | $232,967 | +447.7% | 3,552 | +451.6% | 0.06% | +264.7% |
| Q4 2022 | $42,537 | +11.9% | 644 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 644 | 0.0% | 0.02% | -10.5% |
| Q2 2022 | $40,000 | -13.0% | 644 | +0.2% | 0.02% | +5.6% |
| Q1 2022 | $46,000 | -4.2% | 643 | -2.9% | 0.02% | -14.3% |
| Q4 2021 | $48,000 | +6.7% | 662 | +0.2% | 0.02% | -8.7% |
| Q3 2021 | $45,000 | 0.0% | 661 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $45,000 | +4.7% | 661 | 0.0% | 0.02% | -17.2% |
| Q1 2021 | $43,000 | +10.3% | 661 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $39,000 | -50.6% | 660 | -56.6% | 0.03% | -59.7% |
| Q3 2020 | $79,000 | -38.3% | 1,521 | -40.5% | 0.07% | -43.8% |
| Q2 2020 | $128,000 | +13.3% | 2,557 | +0.6% | 0.13% | +43.8% |
| Q1 2020 | $113,000 | -57.5% | 2,543 | -42.5% | 0.09% | -44.7% |
| Q4 2019 | $266,000 | – | 4,419 | – | 0.16% | – |
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% |