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 | $788,669 | +5.0% | 12,235 | +9.2% | 0.00% | 0.0% |
| Q2 2023 | $751,454 | +106037.6% | 11,200 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $708 | +3.1% | 10,800 | +3.7% | 0.00% | 0.0% |
| Q4 2022 | $687 | -99.9% | 10,417 | -2.0% | 0.00% | 0.0% |
| Q3 2022 | $621,000 | +31.0% | 10,630 | +39.7% | 0.00% | 0.0% |
| Q2 2022 | $474,000 | +2.2% | 7,610 | +17.0% | 0.00% | +50.0% |
| Q1 2022 | $464,000 | +4.0% | 6,505 | +6.8% | 0.00% | 0.0% |
| Q4 2021 | $446,000 | +24.9% | 6,092 | +14.9% | 0.00% | 0.0% |
| Q3 2021 | $357,000 | +5.9% | 5,304 | +7.4% | 0.00% | 0.0% |
| Q2 2021 | $337,000 | +270.3% | 4,940 | +252.9% | 0.00% | +100.0% |
| Q1 2021 | $91,000 | +2175.0% | 1,400 | +1607.3% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 82 | +1.2% | 0.00% | – |
| Q3 2020 | $4,000 | -92.0% | 81 | -91.8% | 0.00% | -100.0% |
| Q2 2020 | $50,000 | -19.4% | 990 | -29.8% | 0.00% | 0.0% |
| Q1 2020 | $62,000 | +588.9% | 1,411 | +853.4% | 0.00% | – |
| Q4 2019 | $9,000 | -18.2% | 148 | -22.5% | 0.00% | – |
| Q3 2019 | $11,000 | +37.5% | 191 | +29.9% | 0.00% | – |
| Q2 2019 | $8,000 | +100.0% | 147 | +88.5% | 0.00% | – |
| Q1 2019 | $4,000 | +100.0% | 78 | +110.8% | 0.00% | – |
| Q4 2018 | $2,000 | – | 37 | – | 0.00% | – |
Download | ||||||
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% |