SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,154 | +12.9% | 7,030 | +17.5% | 0.01% | +16.7% |
| Q2 2023 | $401,534 | +6.0% | 5,985 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $378,659 | -0.6% | 5,774 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $381,000 | +14.8% | 5,774 | +1.7% | 0.01% | +16.7% |
| Q3 2022 | $332,000 | -6.2% | 5,675 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $354,000 | -8.5% | 5,675 | +4.6% | 0.01% | 0.0% |
| Q1 2022 | $387,000 | -2.5% | 5,425 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $397,000 | +8.5% | 5,425 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $366,000 | +12.6% | 5,425 | +14.2% | 0.01% | +20.0% |
| Q2 2021 | $325,000 | +13.2% | 4,750 | +8.0% | 0.01% | 0.0% |
| Q1 2021 | $287,000 | – | 4,400 | – | 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% |