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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $115,000 | -12.9% | 1,845 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $132,000 | +15.8% | 1,845 | +18.1% | 0.00% | +33.3% |
| Q4 2021 | $114,000 | +1800.0% | 1,562 | +1716.3% | 0.00% | – |
| Q1 2021 | $6,000 | +20.0% | 86 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | -85.3% | 86 | -87.0% | 0.00% | -100.0% |
| Q3 2020 | $34,000 | +3.0% | 661 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $33,000 | +13.8% | 661 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | +163.6% | 661 | +269.3% | 0.00% | +100.0% |
| Q4 2019 | $11,000 | -42.1% | 179 | -51.4% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | -26.9% | 368 | -21.4% | 0.00% | -50.0% |
| Q4 2017 | $26,000 | +8.3% | 468 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $24,000 | +4.3% | 468 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $23,000 | – | 468 | – | 0.00% | – |
Download | ||||||
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% |