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 | $7,315,360 | +14.5% | 113,487 | +19.2% | 0.13% | +17.3% |
| Q2 2023 | $6,389,859 | +110662.0% | 95,243 | +8.3% | 0.11% | -7.6% |
| Q1 2023 | $5,769 | +14.6% | 87,967 | +15.4% | 0.12% | -13.1% |
| Q4 2022 | $5,033 | -99.8% | 76,233 | +119.6% | 0.14% | +110.8% |
| Q3 2022 | $2,032,000 | +1.2% | 34,722 | +7.9% | 0.06% | +3.2% |
| Q2 2022 | $2,008,000 | +392.2% | 32,175 | +462.7% | 0.06% | +425.0% |
| Q1 2022 | $408,000 | +33.8% | 5,718 | +37.1% | 0.01% | +33.3% |
| Q4 2021 | $305,000 | +16.4% | 4,171 | +7.3% | 0.01% | 0.0% |
| Q3 2021 | $262,000 | +12.0% | 3,889 | +13.5% | 0.01% | +12.5% |
| Q2 2021 | $234,000 | +10.9% | 3,426 | +5.8% | 0.01% | -11.1% |
| Q1 2021 | $211,000 | – | 3,237 | – | 0.01% | – |
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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% |