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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $283,000 | +23.0% | 4,144 | +1.3% | 0.00% | – |
| Q2 2019 | $230,000 | -20.1% | 4,090 | -22.2% | 0.00% | – |
| Q1 2019 | $288,000 | -32.9% | 5,258 | -31.3% | 0.00% | -100.0% |
| Q3 2018 | $429,000 | -25.6% | 7,656 | -29.5% | 0.00% | 0.0% |
| Q2 2018 | $577,000 | +92.3% | 10,860 | +91.4% | 0.00% | – |
| Q1 2018 | $300,000 | -67.2% | 5,675 | -66.1% | 0.00% | -100.0% |
| Q4 2017 | $914,000 | +183.9% | 16,722 | +168.8% | 0.00% | – |
| Q3 2017 | $322,000 | +52.6% | 6,220 | +48.2% | 0.00% | – |
| Q2 2017 | $211,000 | -9.4% | 4,197 | -22.1% | 0.00% | -100.0% |
| Q1 2016 | $233,000 | – | 5,389 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |