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 | $27,073 | -8.3% | 420 | -4.5% | 0.01% | 0.0% |
Q2 2023 | $29,520 | +2.3% | 440 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $28,855 | -0.7% | 440 | 0.0% | 0.01% | -11.1% |
Q4 2022 | $29,049 | +11.7% | 440 | 0.0% | 0.01% | +12.5% |
Q3 2022 | $26,000 | -3.7% | 440 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $27,000 | -12.9% | 440 | 0.0% | 0.01% | -11.1% |
Q1 2022 | $31,000 | -3.1% | 440 | 0.0% | 0.01% | -10.0% |
Q4 2021 | $32,000 | +6.7% | 440 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $30,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $30,000 | +3.4% | 440 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $29,000 | +11.5% | 440 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $26,000 | +13.0% | 440 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $23,000 | +4.5% | 440 | 0.0% | 0.01% | -7.7% |
Q2 2020 | $22,000 | +15.8% | 440 | 0.0% | 0.01% | -7.1% |
Q1 2020 | $19,000 | -93.7% | 440 | -91.3% | 0.01% | -91.6% |
Q4 2019 | $303,000 | +5.9% | 5,042 | 0.0% | 0.17% | +3.1% |
Q3 2019 | $286,000 | -75.3% | 5,042 | -75.6% | 0.16% | -77.6% |
Q2 2019 | $1,159,000 | +2.6% | 20,640 | 0.0% | 0.72% | -28.0% |
Q1 2019 | $1,130,000 | +11.1% | 20,640 | 0.0% | 1.00% | -6.8% |
Q4 2018 | $1,017,000 | – | 20,640 | – | 1.07% | – |
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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% |