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 | $874,551 | -2.6% | 13,567 | +0.5% | 0.87% | +1.9% |
| Q2 2023 | $898,045 | +103840.4% | 13,502 | +2.5% | 0.85% | -7.1% |
| Q1 2023 | $864 | +0.6% | 13,176 | +1.3% | 0.92% | -6.4% |
| Q4 2022 | $859 | -99.9% | 13,007 | +0.5% | 0.98% | +3.3% |
| Q3 2022 | $757,000 | -5.3% | 12,943 | +1.1% | 0.95% | +0.5% |
| Q2 2022 | $799,000 | -11.6% | 12,804 | +1.1% | 0.94% | +6.4% |
| Q1 2022 | $904,000 | -6.1% | 12,669 | -3.7% | 0.89% | -0.4% |
| Q4 2021 | $963,000 | – | 13,151 | – | 0.89% | – |
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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% |