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 | $528,508 | -5.5% | 8,199 | -1.7% | 0.06% | -3.2% |
| Q2 2023 | $559,464 | +2.3% | 8,339 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $546,872 | -33.0% | 8,339 | -32.5% | 0.07% | -38.9% |
| Q4 2022 | $816,073 | +61.0% | 12,361 | +42.7% | 0.11% | +45.9% |
| Q3 2022 | $507,000 | -4.7% | 8,664 | +1.7% | 0.07% | -5.1% |
| Q2 2022 | $532,000 | -1.8% | 8,519 | +12.1% | 0.08% | +13.0% |
| Q1 2022 | $542,000 | +18.1% | 7,598 | +21.2% | 0.07% | +13.1% |
| Q4 2021 | $459,000 | +8.5% | 6,268 | 0.0% | 0.06% | -19.7% |
| Q3 2021 | $423,000 | +88.8% | 6,268 | +82.9% | 0.08% | +55.1% |
| Q1 2021 | $224,000 | +0.4% | 3,427 | -8.3% | 0.05% | +25.6% |
| Q4 2020 | $223,000 | – | 3,739 | – | 0.04% | – |
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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% |