SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,120,000 | +3.0% | 94,929 | +7.2% | 0.00% | 0.0% |
| Q2 2023 | $5,939,000 | -24.3% | 88,534 | -26.0% | 0.00% | 0.0% |
| Q1 2023 | $7,848,000 | +34.8% | 119,674 | +35.7% | 0.00% | 0.0% |
| Q4 2022 | $5,824,000 | +3.0% | 88,216 | -8.7% | 0.00% | 0.0% |
| Q3 2022 | $5,657,000 | -8.3% | 96,675 | -2.2% | 0.00% | 0.0% |
| Q2 2022 | $6,171,000 | -5.3% | 98,867 | +8.4% | 0.00% | 0.0% |
| Q1 2022 | $6,514,000 | +27.1% | 91,242 | +30.3% | 0.00% | +100.0% |
| Q4 2021 | $5,126,000 | +15.8% | 70,015 | +6.8% | 0.00% | 0.0% |
| Q3 2021 | $4,425,000 | -3.1% | 65,565 | -1.9% | 0.00% | 0.0% |
| Q2 2021 | $4,568,000 | -44.0% | 66,805 | -46.6% | 0.00% | -50.0% |
| Q1 2021 | $8,160,000 | +110.6% | 124,991 | +92.0% | 0.00% | +100.0% |
| Q4 2020 | $3,875,000 | +39.5% | 65,086 | +22.2% | 0.00% | 0.0% |
| Q3 2020 | $2,778,000 | -7.8% | 53,257 | -11.5% | 0.00% | 0.0% |
| Q2 2020 | $3,014,000 | -3.1% | 60,149 | -14.4% | 0.00% | 0.0% |
| Q1 2020 | $3,109,000 | -47.2% | 70,265 | -28.2% | 0.00% | -50.0% |
| Q4 2019 | $5,886,000 | +31.5% | 97,894 | +24.1% | 0.00% | 0.0% |
| Q3 2019 | $4,475,000 | +2.3% | 78,880 | +1.3% | 0.00% | 0.0% |
| Q2 2019 | $4,373,000 | +19.5% | 77,902 | +16.6% | 0.00% | 0.0% |
| Q1 2019 | $3,658,000 | +50.2% | 66,818 | +35.2% | 0.00% | +100.0% |
| Q4 2018 | $2,435,000 | +14.9% | 49,412 | +30.8% | 0.00% | 0.0% |
| Q3 2018 | $2,119,000 | +3.6% | 37,782 | -1.9% | 0.00% | 0.0% |
| Q2 2018 | $2,046,000 | +134.1% | 38,506 | +133.0% | 0.00% | – |
| Q1 2018 | $874,000 | -2.0% | 16,529 | +1.2% | 0.00% | – |
| Q4 2017 | $892,000 | -8.1% | 16,328 | -12.9% | 0.00% | – |
| Q3 2017 | $971,000 | -19.1% | 18,751 | -21.6% | 0.00% | -100.0% |
| Q2 2017 | $1,200,000 | +23.5% | 23,904 | +22.3% | 0.00% | 0.0% |
| Q1 2017 | $972,000 | -30.1% | 19,553 | -32.4% | 0.00% | 0.0% |
| Q4 2016 | $1,391,000 | +54.4% | 28,920 | +46.1% | 0.00% | 0.0% |
| Q3 2016 | $901,000 | +15.8% | 19,796 | +14.0% | 0.00% | – |
| Q2 2016 | $778,000 | +0.9% | 17,367 | -2.6% | 0.00% | – |
| Q1 2016 | $771,000 | +6.5% | 17,835 | +4.4% | 0.00% | – |
| Q4 2015 | $724,000 | +964.7% | 17,081 | +902.4% | 0.00% | – |
| Q3 2015 | $68,000 | -95.3% | 1,704 | -94.9% | 0.00% | -100.0% |
| Q2 2015 | $1,441,000 | -68.9% | 33,490 | -68.7% | 0.00% | -66.7% |
| Q1 2015 | $4,635,000 | +128.4% | 107,114 | +125.1% | 0.00% | +200.0% |
| Q3 2014 | $2,029,000 | +654.3% | 47,576 | +560.3% | 0.00% | – |
| Q3 2013 | $269,000 | – | 7,205 | – | 0.00% | – |
Download | ||||||
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% |