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 | $9,347,629 | +49.1% | 145,014 | +55.2% | 0.14% | +51.1% |
Q2 2023 | $6,268,688 | +1.6% | 93,437 | -0.7% | 0.09% | -5.2% |
Q1 2023 | $6,171,144 | -2.0% | 94,101 | -1.4% | 0.10% | -8.5% |
Q4 2022 | $6,299,364 | +12.4% | 95,416 | -0.4% | 0.11% | +1.0% |
Q3 2022 | $5,605,000 | -8.3% | 95,803 | -2.2% | 0.10% | -10.3% |
Q2 2022 | $6,115,000 | -12.3% | 97,971 | +0.3% | 0.12% | -0.8% |
Q1 2022 | $6,973,000 | -3.5% | 97,672 | -1.0% | 0.12% | +1.7% |
Q4 2021 | $7,227,000 | +4.7% | 98,704 | -3.5% | 0.12% | -12.8% |
Q3 2021 | $6,903,000 | -4.0% | 102,293 | -2.8% | 0.13% | -7.0% |
Q2 2021 | $7,194,000 | +2910.0% | 105,224 | +2771.8% | 0.14% | +2760.0% |
Q1 2021 | $239,000 | – | 3,664 | – | 0.01% | – |
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% |