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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $818,000 | -2.3% | 13,109 | +11.8% | 0.54% | +13.3% |
| Q1 2022 | $837,000 | +35.2% | 11,722 | +38.6% | 0.47% | +39.1% |
| Q4 2021 | $619,000 | +14.8% | 8,458 | +5.9% | 0.34% | +3.7% |
| Q3 2021 | $539,000 | +4.1% | 7,989 | +5.4% | 0.33% | +4.1% |
| Q2 2021 | $518,000 | +62.4% | 7,580 | +55.2% | 0.32% | +49.3% |
| Q1 2021 | $319,000 | +25.6% | 4,883 | +14.5% | 0.21% | +12.8% |
| Q4 2020 | $254,000 | +13.9% | 4,263 | -0.2% | 0.19% | -0.5% |
| Q3 2020 | $223,000 | +3.7% | 4,273 | -0.6% | 0.19% | -6.0% |
| Q2 2020 | $215,000 | – | 4,298 | – | 0.20% | – |
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% |