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 | $502,770 | -4.2% | 7,800 | -0.3% | 0.12% | -5.7% |
| Q2 2023 | $524,843 | -13.0% | 7,823 | -15.0% | 0.12% | -19.6% |
| Q1 2023 | $603,536 | +3.6% | 9,203 | +4.3% | 0.15% | -8.4% |
| Q4 2022 | $582,573 | +6.3% | 8,824 | -5.9% | 0.17% | -8.7% |
| Q3 2022 | $548,000 | -10.9% | 9,374 | -4.8% | 0.18% | -9.4% |
| Q2 2022 | $615,000 | -13.5% | 9,846 | -1.1% | 0.20% | -1.5% |
| Q1 2022 | $711,000 | -0.3% | 9,956 | +2.2% | 0.20% | 0.0% |
| Q4 2021 | $713,000 | – | 9,741 | – | 0.20% | – |
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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% |