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 | $737,100 | -3.3% | 11,435 | +0.7% | 0.47% | +0.2% |
Q2 2023 | $762,142 | +2.3% | 11,360 | 0.0% | 0.47% | -0.4% |
Q1 2023 | $744,989 | -0.7% | 11,360 | 0.0% | 0.48% | -11.2% |
Q4 2022 | $749,987 | +41.8% | 11,360 | +25.7% | 0.54% | +22.1% |
Q3 2022 | $529,000 | +13.8% | 9,040 | +21.3% | 0.44% | +7.6% |
Q2 2022 | $465,000 | -3.1% | 7,452 | +10.8% | 0.41% | +6.0% |
Q1 2022 | $480,000 | -2.6% | 6,728 | 0.0% | 0.38% | +3.8% |
Q4 2021 | $493,000 | +8.6% | 6,728 | 0.0% | 0.37% | -1.9% |
Q3 2021 | $454,000 | -1.3% | 6,728 | 0.0% | 0.38% | -0.5% |
Q2 2021 | $460,000 | +4.8% | 6,728 | 0.0% | 0.38% | -6.7% |
Q1 2021 | $439,000 | +9.5% | 6,728 | 0.0% | 0.41% | -11.4% |
Q4 2020 | $401,000 | – | 6,728 | – | 0.46% | – |
Download |
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% |