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 | $79,995 | +28.8% | 1,241 | +34.0% | 0.05% | +25.6% |
| Q2 2023 | $62,126 | +3.4% | 926 | +1.1% | 0.04% | +7.5% |
| Q1 2023 | $60,072 | +0.3% | 916 | +1.0% | 0.04% | -13.0% |
| Q4 2022 | $59,880 | -9.3% | 907 | -19.4% | 0.05% | -14.8% |
| Q3 2022 | $66,000 | -21.4% | 1,126 | -16.5% | 0.05% | -38.6% |
| Q2 2022 | $84,000 | -2.3% | 1,348 | +12.4% | 0.09% | +35.4% |
| Q1 2022 | $86,000 | +104.8% | 1,199 | +111.5% | 0.06% | +109.7% |
| Q4 2021 | $42,000 | +5.0% | 567 | -4.9% | 0.03% | +3.3% |
| Q3 2021 | $40,000 | +42.9% | 596 | +45.0% | 0.03% | -6.2% |
| Q2 2021 | $28,000 | -3.4% | 411 | 0.0% | 0.03% | +23.1% |
| Q1 2021 | $29,000 | +7.4% | 411 | -9.5% | 0.03% | -3.7% |
| Q4 2020 | $27,000 | – | 454 | – | 0.03% | – |
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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% |