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 | $266,115 | -4.6% | 4,160 | +0.4% | 0.07% | -1.4% |
| Q2 2023 | $278,834 | +1.6% | 4,145 | +0.7% | 0.07% | -4.2% |
| Q1 2023 | $274,388 | -24.9% | 4,115 | -23.4% | 0.07% | -27.3% |
| Q4 2022 | $365,174 | +10.0% | 5,371 | 0.0% | 0.10% | -2.9% |
| Q3 2022 | $332,000 | -6.7% | 5,371 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $356,000 | -5.1% | 5,371 | +0.1% | 0.10% | +3.0% |
| Q1 2022 | $375,000 | -5.3% | 5,363 | 0.0% | 0.10% | -3.8% |
| Q4 2021 | $396,000 | +5.3% | 5,363 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $376,000 | +2.7% | 5,363 | +0.2% | 0.10% | -1.9% |
| Q2 2021 | $366,000 | -1.3% | 5,353 | -4.4% | 0.10% | -13.2% |
| Q1 2021 | $371,000 | +6.9% | 5,598 | +0.7% | 0.12% | +2.5% |
| Q4 2020 | $347,000 | +16.8% | 5,558 | -2.7% | 0.12% | -0.8% |
| Q3 2020 | $297,000 | +1.4% | 5,711 | +4.5% | 0.12% | +0.8% |
| Q2 2020 | $293,000 | +14.5% | 5,463 | +0.5% | 0.12% | -7.8% |
| Q1 2020 | $256,000 | -24.0% | 5,435 | -2.8% | 0.13% | -14.7% |
| Q4 2019 | $337,000 | +0.6% | 5,590 | -1.6% | 0.15% | -8.5% |
| Q3 2019 | $335,000 | – | 5,680 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |