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 | $3,535,667 | -4.4% | 54,850 | -0.5% | 3.02% | -1.3% |
Q2 2023 | $3,696,775 | +3.0% | 55,101 | +1.2% | 3.06% | -4.6% |
Q1 2023 | $3,590,458 | -4.5% | 54,467 | -0.9% | 3.21% | -5.2% |
Q4 2022 | $3,759,474 | +19.5% | 54,963 | +3.9% | 3.38% | +1.2% |
Q3 2022 | $3,145,000 | -0.4% | 52,905 | +4.2% | 3.34% | +1.9% |
Q2 2022 | $3,159,000 | -7.6% | 50,751 | +5.4% | 3.28% | +5.4% |
Q1 2022 | $3,417,000 | +1.7% | 48,160 | +1.9% | 3.11% | +0.5% |
Q4 2021 | $3,361,000 | – | 47,264 | – | 3.10% | – |
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% |