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 | $5,835,180 | -21.0% | 90,524 | -17.7% | 0.38% | -16.0% |
| Q2 2023 | $7,383,442 | -0.8% | 110,053 | -3.1% | 0.45% | -6.6% |
| Q1 2023 | $7,445,934 | -1.3% | 113,540 | -0.6% | 0.48% | -9.4% |
| Q4 2022 | $7,542,422 | +109305.6% | 114,245 | -3.0% | 0.53% | -1.3% |
| Q3 2022 | $6,894 | -10.1% | 117,833 | -4.0% | 0.54% | -11.1% |
| Q2 2022 | $7,665 | -17.5% | 122,795 | -5.7% | 0.61% | -3.5% |
| Q1 2022 | $9,294 | -7.6% | 130,182 | -5.2% | 0.63% | -19.4% |
| Q4 2021 | $10,056 | +15.8% | 137,338 | +6.7% | 0.78% | -8.1% |
| Q3 2021 | $8,682 | -2.3% | 128,656 | -1.0% | 0.85% | -19.7% |
| Q2 2021 | $8,886 | -3.8% | 129,971 | -8.2% | 1.06% | -26.5% |
| Q1 2021 | $9,238 | +25.8% | 141,508 | +14.7% | 1.44% | -1.8% |
| Q4 2020 | $7,345 | +19.0% | 123,375 | +4.3% | 1.46% | -0.7% |
| Q3 2020 | $6,172 | -99.9% | 118,257 | -33.0% | 1.47% | -34.5% |
| Q2 2020 | $8,841,000 | -26.8% | 176,441 | -35.4% | 2.25% | -27.9% |
| Q1 2020 | $12,083,000 | -2.9% | 272,944 | +31.9% | 3.12% | +2.3% |
| Q4 2019 | $12,440,000 | +8.4% | 206,915 | +2.3% | 3.05% | +4.5% |
| Q3 2019 | $11,474,000 | +2.2% | 202,262 | +1.1% | 2.92% | -14.7% |
| Q2 2019 | $11,226,000 | +14.8% | 199,971 | +11.9% | 3.42% | -4.7% |
| Q1 2019 | $9,780,000 | – | 178,658 | – | 3.59% | – |
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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% |