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 | $3,056,435 | -5.1% | 47,416 | -1.3% | 2.22% | -6.1% |
| Q2 2023 | $3,222,333 | -0.3% | 48,030 | -2.6% | 2.37% | -2.5% |
| Q1 2023 | $3,233,422 | -2.0% | 49,305 | -1.3% | 2.43% | -9.8% |
| Q4 2022 | $3,297,897 | +22.5% | 49,953 | +8.6% | 2.69% | +10.3% |
| Q3 2022 | $2,692,000 | +31.7% | 46,002 | +44.7% | 2.44% | +39.9% |
| Q2 2022 | $2,044,000 | -99.9% | 31,790 | +3.6% | 1.75% | -0.1% |
| Q1 2022 | $2,190,245,000 | +101866.7% | 30,680 | +0.1% | 1.75% | -5.4% |
| Q4 2021 | $2,148,000 | – | 30,658 | – | 1.85% | – |
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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% |