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 | $7,491,166 | -4.7% | 116,214 | -0.8% | 4.22% | -3.0% |
Q2 2023 | $7,858,015 | +1.4% | 117,126 | -0.9% | 4.35% | -5.9% |
Q1 2023 | $7,752,427 | -1.0% | 118,213 | -0.3% | 4.62% | -8.3% |
Q4 2022 | $7,829,928 | +11.9% | 118,599 | -0.8% | 5.04% | -0.9% |
Q3 2022 | $6,998,000 | -6.3% | 119,603 | -0.1% | 5.09% | -7.3% |
Q2 2022 | $7,471,000 | -15.3% | 119,695 | -3.1% | 5.49% | -1.5% |
Q1 2022 | $8,821,000 | -5.7% | 123,567 | -3.3% | 5.57% | -0.0% |
Q4 2021 | $9,355,000 | +5.4% | 127,769 | -2.8% | 5.57% | -2.6% |
Q3 2021 | $8,873,000 | -4.0% | 131,489 | -2.7% | 5.72% | -6.0% |
Q2 2021 | $9,241,000 | -1.3% | 135,166 | -3.6% | 6.08% | -4.8% |
Q1 2021 | $9,362,000 | +6.7% | 140,211 | -2.0% | 6.39% | -2.5% |
Q4 2020 | $8,772,000 | – | 143,012 | – | 6.55% | – |
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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% |