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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $598,000 | +8.5% | 8,163 | 0.0% | 0.06% | -5.1% |
| Q3 2021 | $551,000 | -1.3% | 8,163 | 0.0% | 0.06% | -7.8% |
| Q2 2021 | $558,000 | +4.5% | 8,163 | -0.2% | 0.06% | -5.9% |
| Q1 2021 | $534,000 | +9.9% | 8,182 | +0.2% | 0.07% | +7.9% |
| Q4 2020 | $486,000 | +14.1% | 8,163 | 0.0% | 0.06% | +50.0% |
| Q3 2020 | $426,000 | +4.2% | 8,163 | 0.0% | 0.04% | -2.3% |
| Q2 2020 | $409,000 | +41.0% | 8,163 | +24.6% | 0.04% | -4.4% |
| Q1 2020 | $290,000 | -93.5% | 6,551 | -91.1% | 0.04% | -93.3% |
| Q4 2019 | $4,436,000 | +6.0% | 73,792 | 0.0% | 0.67% | -13.4% |
| Q3 2019 | $4,186,000 | +1.0% | 73,792 | 0.0% | 0.78% | -2.0% |
| Q2 2019 | $4,143,000 | +2.6% | 73,792 | 0.0% | 0.79% | -5.1% |
| Q1 2019 | $4,039,000 | +10.8% | 73,792 | -0.2% | 0.84% | -9.4% |
| Q4 2018 | $3,645,000 | +72800.0% | 73,949 | +73849.0% | 0.92% | +22950.0% |
| Q1 2018 | $5,000 | -96.1% | 100 | -96.6% | 0.00% | -96.3% |
| Q4 2014 | $129,000 | – | 2,931 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |