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 | $270,808 | -20.5% | 4,201 | -17.3% | 0.08% | -20.2% |
| Q2 2023 | $340,818 | +2.6% | 5,080 | +0.3% | 0.09% | -4.1% |
| Q1 2023 | $332,166 | -4.7% | 5,065 | -4.0% | 0.10% | -22.2% |
| Q4 2022 | $348,420 | +10.3% | 5,277 | -2.4% | 0.13% | 0.0% |
| Q3 2022 | $316,000 | -20.8% | 5,404 | -15.5% | 0.13% | -18.7% |
| Q2 2022 | $399,000 | -12.3% | 6,393 | +0.2% | 0.16% | -7.2% |
| Q1 2022 | $455,000 | +0.2% | 6,379 | +0.2% | 0.17% | -2.3% |
| Q4 2021 | $454,000 | -23.3% | 6,367 | -27.4% | 0.17% | -26.9% |
| Q3 2021 | $592,000 | -31.2% | 8,773 | -30.3% | 0.23% | -40.9% |
| Q2 2021 | $861,000 | -11.0% | 12,588 | -15.0% | 0.40% | -15.7% |
| Q1 2021 | $967,000 | – | 14,812 | – | 0.47% | – |
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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% |