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 2021 | $66,000 | -1.5% | 983 | +0.3% | 0.01% | -9.1% |
| Q2 2021 | $67,000 | +6.3% | 980 | +0.3% | 0.01% | -15.4% |
| Q1 2021 | $63,000 | +8.6% | 977 | +0.2% | 0.01% | -7.1% |
| Q4 2020 | $58,000 | -60.3% | 975 | -65.2% | 0.01% | -65.9% |
| Q3 2020 | $146,000 | +5.0% | 2,802 | +1.0% | 0.04% | +13.9% |
| Q2 2020 | $139,000 | +14.9% | 2,774 | +0.7% | 0.04% | -7.7% |
| Q1 2020 | $121,000 | -26.2% | 2,755 | +0.8% | 0.04% | -17.0% |
| Q4 2019 | $164,000 | +7.9% | 2,733 | +1.5% | 0.05% | 0.0% |
| Q3 2019 | $152,000 | +2.0% | 2,693 | +1.0% | 0.05% | 0.0% |
| Q2 2019 | $149,000 | +2.8% | 2,666 | 0.0% | 0.05% | -4.1% |
| Q1 2019 | $145,000 | +11.5% | 2,666 | +0.7% | 0.05% | -3.9% |
| Q4 2018 | $130,000 | – | 2,647 | – | 0.05% | – |
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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% |