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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $21,641 | -0.7% | 330 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $21,787 | +14.7% | 330 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $19,000 | -9.5% | 330 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $21,000 | -71.6% | 330 | -68.3% | 0.01% | -64.5% |
| Q1 2022 | $74,000 | -74.4% | 1,040 | -73.7% | 0.03% | -72.6% |
| Q4 2021 | $289,000 | +8.6% | 3,949 | +0.2% | 0.11% | +0.9% |
| Q3 2021 | $266,000 | -4.7% | 3,941 | -3.5% | 0.11% | +28.7% |
| Q2 2021 | $279,000 | +18.7% | 4,084 | +13.4% | 0.09% | +26.1% |
| Q1 2021 | $235,000 | -7.8% | 3,602 | -16.1% | 0.07% | -10.4% |
| Q4 2020 | $255,000 | – | 4,291 | – | 0.08% | – |
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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% |