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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,270 | -6.6% | 3,000 | -8.7% | 0.00% | 0.0% |
| Q1 2023 | $215,430 | -19.5% | 3,285 | -19.0% | 0.00% | 0.0% |
| Q4 2022 | $267,777 | -17.9% | 4,056 | -27.2% | 0.00% | -33.3% |
| Q3 2022 | $326,000 | +9.4% | 5,571 | +16.8% | 0.00% | +50.0% |
| Q2 2022 | $298,000 | -8.3% | 4,769 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $325,000 | -2.7% | 4,557 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $334,000 | +8.4% | 4,557 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $308,000 | -8.9% | 4,557 | -7.8% | 0.00% | 0.0% |
| Q2 2021 | $338,000 | +0.3% | 4,942 | -4.2% | 0.00% | -33.3% |
| Q1 2021 | $337,000 | – | 5,157 | – | 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% |