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 | $3,477,830 | -7.2% | 53,953 | -3.5% | 0.92% | -4.7% |
| Q2 2023 | $3,749,038 | -15.4% | 55,881 | -17.3% | 0.97% | -14.5% |
| Q1 2023 | $4,430,987 | -0.5% | 67,566 | +0.2% | 1.14% | -10.9% |
| Q4 2022 | $4,451,234 | +1.3% | 67,423 | -10.2% | 1.28% | -17.2% |
| Q3 2022 | $4,393,000 | +37.7% | 75,081 | +46.9% | 1.54% | +38.4% |
| Q2 2022 | $3,190,000 | +19.3% | 51,109 | +36.4% | 1.11% | +40.6% |
| Q1 2022 | $2,674,000 | +13.9% | 37,457 | +16.9% | 0.79% | -1.4% |
| Q4 2021 | $2,347,000 | – | 32,049 | – | 0.80% | – |
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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% |