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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,811 | -99.9% | 148,604 | +2.7% | 0.76% | +8.8% |
| Q3 2022 | $8,469,000 | -3.5% | 144,749 | +3.0% | 0.70% | +3.7% |
| Q2 2022 | $8,775,000 | -9.7% | 140,585 | +3.3% | 0.68% | +3.4% |
| Q1 2022 | $9,718,000 | +2.1% | 136,123 | +4.7% | 0.66% | +7.4% |
| Q4 2021 | $9,518,000 | +8.3% | 129,988 | -0.2% | 0.61% | -0.2% |
| Q3 2021 | $8,791,000 | -1.6% | 130,270 | -0.3% | 0.61% | -1.8% |
| Q2 2021 | $8,931,000 | -18.6% | 130,623 | -22.3% | 0.62% | -24.4% |
| Q1 2021 | $10,967,000 | +17.1% | 168,008 | +6.8% | 0.82% | +10.2% |
| Q4 2020 | $9,364,000 | +21.1% | 157,302 | +6.2% | 0.75% | +9.1% |
| Q3 2020 | $7,731,000 | – | 148,141 | – | 0.68% | – |
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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% |