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 | $6,446 | +60.1% | 100 | +66.7% | 0.00% | 0.0% |
| Q2 2023 | $4,026 | +2.3% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,935 | +19.2% | 60 | +20.0% | 0.00% | 0.0% |
| Q4 2022 | $3,301 | -82.6% | 50 | -84.6% | 0.00% | -80.0% |
| Q3 2022 | $19,000 | -5.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $20,000 | -9.1% | 325 | +6.6% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | 0.0% | 305 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $22,000 | +22.2% | 305 | +13.0% | 0.01% | +25.0% |
| Q3 2021 | $18,000 | -60.9% | 270 | -60.3% | 0.00% | -60.0% |
| Q2 2021 | $46,000 | -14.8% | 680 | -17.6% | 0.01% | -23.1% |
| Q1 2021 | $54,000 | +14.9% | 825 | +4.4% | 0.01% | +8.3% |
| Q4 2020 | $47,000 | +27.0% | 790 | +10.5% | 0.01% | +9.1% |
| Q3 2020 | $37,000 | -39.3% | 715 | -41.2% | 0.01% | -45.0% |
| Q2 2020 | $61,000 | +7.0% | 1,215 | -5.1% | 0.02% | -4.8% |
| Q1 2020 | $57,000 | -17.4% | 1,280 | +11.8% | 0.02% | -4.5% |
| Q4 2019 | $69,000 | +27.8% | 1,145 | +20.5% | 0.02% | +22.2% |
| Q3 2019 | $54,000 | +1.9% | 950 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $53,000 | +82.8% | 950 | +82.3% | 0.02% | +72.7% |
| Q1 2019 | $29,000 | +7.4% | 521 | -3.2% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | – | 538 | – | 0.01% | – |
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% |