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 | $1,063,240 | -48.8% | 16,495 | -46.7% | 0.08% | -56.8% |
| Q2 2023 | $2,075,640 | +31.4% | 30,938 | +28.5% | 0.19% | +90.0% |
| Q1 2023 | $1,579,300 | +77.7% | 24,082 | +78.9% | 0.10% | +12.4% |
| Q4 2022 | $888,893 | +138.3% | 13,464 | +158.0% | 0.09% | +122.5% |
| Q1 2022 | $373,000 | -80.6% | 5,219 | -80.1% | 0.04% | -79.9% |
| Q4 2021 | $1,920,000 | +13.9% | 26,227 | +10.6% | 0.20% | -7.0% |
| Q3 2021 | $1,685,000 | +12.7% | 23,722 | +8.5% | 0.21% | +2.4% |
| Q2 2021 | $1,495,000 | -25.1% | 21,863 | -28.5% | 0.21% | -39.1% |
| Q1 2021 | $1,997,000 | +34.7% | 30,597 | +22.8% | 0.34% | +12.1% |
| Q4 2020 | $1,483,000 | +596.2% | 24,913 | +509.7% | 0.31% | +500.0% |
| Q3 2020 | $213,000 | +1.9% | 4,086 | -2.2% | 0.05% | -5.6% |
| Q2 2020 | $209,000 | – | 4,178 | – | 0.05% | – |
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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% |