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 | $5,706,069 | -6.4% | 88,521 | -2.6% | 1.49% | -4.4% |
| Q2 2023 | $6,094,600 | +0.5% | 90,842 | -1.8% | 1.56% | -7.1% |
| Q1 2023 | $6,064,505 | -10.9% | 92,475 | -10.3% | 1.68% | -18.7% |
| Q4 2022 | $6,808,600 | +36.2% | 103,129 | +20.7% | 2.06% | +24.4% |
| Q3 2022 | $4,999,000 | +19.5% | 85,431 | +27.5% | 1.66% | +22.2% |
| Q2 2022 | $4,183,000 | +33.4% | 67,009 | +52.6% | 1.36% | +41.5% |
| Q1 2022 | $3,136,000 | +298.0% | 43,925 | +308.0% | 0.96% | +301.7% |
| Q4 2021 | $788,000 | +30.2% | 10,766 | +20.0% | 0.24% | +11.7% |
| Q3 2021 | $605,000 | -30.3% | 8,970 | -29.3% | 0.21% | -33.5% |
| Q2 2021 | $868,000 | +148.0% | 12,696 | +136.8% | 0.32% | +113.2% |
| Q1 2021 | $350,000 | – | 5,361 | – | 0.15% | – |
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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% |