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 | $212,051 | -97.9% | 3,290 | -97.8% | 0.15% | -97.5% |
| Q2 2023 | $10,248,139 | +4556.9% | 152,752 | +4451.6% | 5.94% | +3657.6% |
| Q1 2023 | $220,064 | -45.0% | 3,356 | -44.6% | 0.16% | -51.8% |
| Q4 2022 | $399,898 | +39.3% | 6,057 | +23.6% | 0.33% | +8.6% |
| Q3 2022 | $287,000 | +3.6% | 4,900 | +10.4% | 0.30% | +6.3% |
| Q2 2022 | $277,000 | -95.0% | 4,439 | -94.3% | 0.28% | -92.4% |
| Q1 2022 | $5,593,000 | +15.3% | 78,343 | +18.3% | 3.75% | -2.7% |
| Q4 2021 | $4,850,000 | – | 66,243 | – | 3.85% | – |
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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% |