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 | $715,531 | +10.5% | 11,100 | +15.0% | 0.10% | +20.5% |
| Q2 2023 | $647,484 | +0.8% | 9,651 | -1.5% | 0.08% | -5.7% |
| Q1 2023 | $642,433 | +6.3% | 9,796 | +7.0% | 0.09% | 0.0% |
| Q4 2022 | $604,637 | +13.0% | 9,158 | +0.1% | 0.09% | +11.4% |
| Q3 2022 | $535,000 | -6.1% | 9,147 | +0.1% | 0.08% | +5.3% |
| Q2 2022 | $570,000 | -12.4% | 9,135 | +0.1% | 0.08% | +11.9% |
| Q1 2022 | $651,000 | -2.5% | 9,125 | +0.1% | 0.07% | +3.1% |
| Q4 2021 | $668,000 | +30.2% | 9,118 | +19.9% | 0.06% | +16.1% |
| Q3 2021 | $513,000 | -1.3% | 7,602 | 0.0% | 0.06% | -5.1% |
| Q2 2021 | $520,000 | +19.0% | 7,602 | +13.5% | 0.06% | +3.5% |
| Q1 2021 | $437,000 | – | 6,697 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |