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 | $101,740 | -28.3% | 1,578 | -25.4% | 0.01% | -25.0% |
| Q2 2023 | $141,982 | +99.4% | 2,116 | +94.8% | 0.02% | +100.0% |
| Q1 2023 | $71,195 | -28.7% | 1,086 | -28.2% | 0.01% | -38.5% |
| Q4 2022 | $99,891 | +58.6% | 1,513 | +41.1% | 0.01% | +62.5% |
| Q3 2022 | $63,000 | -4.5% | 1,072 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -13.2% | 1,065 | +0.7% | 0.01% | -11.1% |
| Q1 2022 | $76,000 | -1.3% | 1,058 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +8.5% | 1,054 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | 0.0% | 1,047 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +4.4% | 1,042 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $68,000 | +11.5% | 1,037 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $61,000 | +13.0% | 1,032 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $54,000 | – | 1,026 | – | 0.01% | – |
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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% |