SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 639 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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $483,195 | +6.0% | 7,319 | -6.0% | 0.22% | -3.1% |
Q3 2022 | $456,000 | -11.8% | 7,785 | -5.9% | 0.22% | -9.6% |
Q2 2022 | $517,000 | -15.9% | 8,276 | -3.9% | 0.25% | -37.8% |
Q1 2022 | $615,000 | -4.2% | 8,613 | -1.8% | 0.40% | +9.9% |
Q4 2021 | $642,000 | +10.1% | 8,767 | +1.5% | 0.36% | 0.0% |
Q3 2021 | $583,000 | -1.9% | 8,641 | -0.5% | 0.36% | -2.4% |
Q2 2021 | $594,000 | -0.7% | 8,684 | -5.2% | 0.37% | -6.8% |
Q1 2021 | $598,000 | +10.1% | 9,158 | +0.4% | 0.40% | -11.3% |
Q4 2020 | $543,000 | – | 9,122 | – | 0.45% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |