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 | $212,283 | +3.0% | 3,237 | -2.1% | 0.01% | +11.1% |
| Q2 2022 | $206,000 | -12.7% | 3,305 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $236,000 | -8.2% | 3,305 | -6.0% | 0.01% | 0.0% |
| Q4 2021 | $257,000 | +14.7% | 3,516 | +6.1% | 0.01% | +12.5% |
| Q3 2021 | $224,000 | -21.1% | 3,314 | -41.6% | 0.01% | -46.7% |
| Q2 2020 | $284,000 | +8.4% | 5,671 | -4.3% | 0.02% | -6.2% |
| Q1 2020 | $262,000 | -29.6% | 5,928 | -4.3% | 0.02% | -11.1% |
| Q4 2019 | $372,000 | +13.4% | 6,193 | +7.3% | 0.02% | 0.0% |
| Q3 2019 | $328,000 | +4.5% | 5,773 | +3.1% | 0.02% | 0.0% |
| Q2 2019 | $314,000 | +2.6% | 5,598 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $306,000 | -84.1% | 5,598 | -85.6% | 0.02% | -85.1% |
| Q4 2018 | $1,920,000 | -83.1% | 38,959 | -81.3% | 0.12% | -80.3% |
| Q4 2017 | $11,371,000 | +5213.6% | 207,995 | +4725.9% | 0.61% | +4623.1% |
| Q1 2017 | $214,000 | -78.8% | 4,310 | -79.5% | 0.01% | -80.3% |
| Q4 2016 | $1,009,000 | +34.4% | 20,976 | +23.2% | 0.07% | 0.0% |
| Q4 2014 | $751,000 | – | 17,029 | – | 0.07% | – |
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% |