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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $121 | -0.8% | 1,847 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $122 | -100.0% | 1,847 | -64.0% | 0.01% | -62.1% |
| Q3 2022 | $300,000 | +154.2% | 5,127 | +209.6% | 0.03% | +222.2% |
| Q1 2022 | $118,000 | -20.8% | 1,656 | -18.6% | 0.01% | -18.2% |
| Q4 2021 | $149,000 | +8.8% | 2,034 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $137,000 | -0.7% | 2,026 | +0.0% | 0.01% | -8.3% |
| Q2 2021 | $138,000 | +7.8% | 2,025 | -15.9% | 0.01% | -33.3% |
| Q2 2018 | $128,000 | – | 2,407 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |