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 | $574,274 | +6.2% | 8,909 | +10.5% | 0.10% | +15.9% |
| Q2 2023 | $540,812 | -3.4% | 8,061 | -5.5% | 0.09% | -7.4% |
| Q1 2023 | $559,660 | +99483.6% | 8,534 | +0.2% | 0.10% | -7.8% |
| Q4 2022 | $562 | -99.9% | 8,518 | -5.1% | 0.10% | +1.0% |
| Q3 2022 | $525,000 | -1.7% | 8,974 | +5.0% | 0.10% | +9.7% |
| Q2 2022 | $534,000 | +4.5% | 8,548 | +19.3% | 0.09% | +24.0% |
| Q1 2022 | $511,000 | +6.5% | 7,164 | +9.3% | 0.08% | +10.3% |
| Q4 2021 | $480,000 | +9.8% | 6,554 | +1.2% | 0.07% | +4.6% |
| Q3 2021 | $437,000 | -17.5% | 6,476 | -16.5% | 0.06% | -15.6% |
| Q2 2021 | $530,000 | +31.5% | 7,759 | +25.8% | 0.08% | +26.2% |
| Q1 2021 | $403,000 | +11.6% | 6,166 | +1.8% | 0.06% | 0.0% |
| Q4 2020 | $361,000 | +34.2% | 6,056 | +17.4% | 0.06% | +22.0% |
| Q3 2020 | $269,000 | +5.1% | 5,159 | +0.9% | 0.05% | +2.0% |
| Q2 2020 | $256,000 | +13.3% | 5,114 | +0.0% | 0.05% | -2.0% |
| Q1 2020 | $226,000 | -18.7% | 5,113 | +10.6% | 0.05% | +11.1% |
| Q4 2019 | $278,000 | +10.3% | 4,624 | +4.2% | 0.04% | -8.2% |
| Q3 2019 | $252,000 | -1.2% | 4,436 | -2.3% | 0.05% | -2.0% |
| Q2 2019 | $255,000 | +2.8% | 4,540 | +0.3% | 0.05% | +6.4% |
| Q1 2019 | $248,000 | +10.2% | 4,527 | -0.8% | 0.05% | -11.3% |
| Q4 2018 | $225,000 | -1.3% | 4,564 | +12.3% | 0.05% | +29.3% |
| Q3 2018 | $228,000 | +10.1% | 4,065 | +4.2% | 0.04% | +7.9% |
| Q2 2018 | $207,000 | +1.0% | 3,900 | +0.4% | 0.04% | 0.0% |
| Q1 2018 | $205,000 | – | 3,883 | – | 0.04% | – |
Download | ||||||
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% |