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 2023 | $209 | -90.2% | 3,111 | -90.4% | 0.02% | -92.5% |
| Q4 2022 | $2,137 | -99.9% | 32,372 | -1.2% | 0.28% | +16.2% |
| Q3 2022 | $1,918,000 | -4.8% | 32,777 | +1.6% | 0.24% | -0.4% |
| Q2 2022 | $2,015,000 | -11.5% | 32,273 | +1.1% | 0.24% | +10.0% |
| Q1 2022 | $2,278,000 | -2.1% | 31,913 | +0.4% | 0.22% | -0.9% |
| Q4 2021 | $2,328,000 | +13.0% | 31,795 | +4.1% | 0.22% | -20.5% |
| Q3 2021 | $2,061,000 | -1.5% | 30,545 | -0.2% | 0.28% | +29.3% |
| Q2 2021 | $2,092,000 | +5.3% | 30,595 | +0.5% | 0.22% | +4.4% |
| Q1 2021 | $1,987,000 | +8.0% | 30,436 | -0.5% | 0.21% | -20.2% |
| Q4 2019 | $1,839,000 | +11.5% | 30,595 | +5.2% | 0.26% | +4.9% |
| Q3 2019 | $1,649,000 | -3.8% | 29,071 | -4.8% | 0.25% | -5.4% |
| Q2 2019 | $1,714,000 | +4.8% | 30,529 | +2.2% | 0.26% | -2.3% |
| Q1 2019 | $1,635,000 | +17.8% | 29,865 | +6.1% | 0.27% | +2.3% |
| Q4 2018 | $1,388,000 | -14.6% | 28,159 | -2.9% | 0.26% | -1.9% |
| Q3 2018 | $1,626,000 | +7.8% | 29,002 | +2.1% | 0.26% | +1.1% |
| Q2 2018 | $1,508,000 | +14.9% | 28,396 | +14.2% | 0.26% | -21.3% |
| Q1 2018 | $1,313,000 | +488.8% | 24,856 | +477.0% | 0.33% | +494.6% |
| Q3 2017 | $223,000 | -5.5% | 4,308 | -8.5% | 0.06% | -11.1% |
| Q2 2017 | $236,000 | +4.4% | 4,708 | +3.5% | 0.06% | -1.6% |
| Q1 2017 | $226,000 | – | 4,547 | – | 0.06% | – |
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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% |