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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,947 | +81.7% | 58,991 | +78.1% | 0.10% | -8.4% |
| Q1 2023 | $2,172 | +6.6% | 33,114 | +7.3% | 0.11% | -4.5% |
| Q4 2022 | $2,037 | -99.9% | 30,848 | -0.6% | 0.11% | +2.8% |
| Q3 2022 | $1,817,000 | +6.3% | 31,047 | +13.3% | 0.11% | +17.2% |
| Q2 2022 | $1,710,000 | -5.2% | 27,392 | +8.4% | 0.09% | 0.0% |
| Q1 2022 | $1,804,000 | +159.9% | 25,269 | +166.6% | 0.09% | +173.5% |
| Q4 2021 | $694,000 | +54.6% | 9,477 | +42.4% | 0.03% | +30.8% |
| Q3 2021 | $449,000 | +12.5% | 6,654 | -8.7% | 0.03% | -75.0% |
| Q1 2019 | $399,000 | – | 7,289 | – | 0.10% | – |
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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% |