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% | – |
Download |
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% |