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 ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |