SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
Q2 2023 | $10 | 0.0% | 150 | 0.0% | 0.01% | +25.0% |
Q1 2023 | $10 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
Q4 2022 | $10 | -100.0% | 150 | -66.7% | 0.01% | -61.5% |
Q3 2022 | $26,000 | -7.1% | 450 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $28,000 | -12.5% | 450 | 0.0% | 0.01% | +8.3% |
Q1 2022 | $32,000 | -71.7% | 450 | -71.0% | 0.01% | -70.0% |
Q4 2021 | $113,000 | -18.1% | 1,550 | -24.4% | 0.04% | -20.0% |
Q3 2021 | $138,000 | -15.9% | 2,050 | -14.6% | 0.05% | -16.7% |
Q2 2021 | $164,000 | +4.5% | 2,400 | 0.0% | 0.06% | 0.0% |
Q1 2021 | $157,000 | -24.9% | 2,400 | -31.7% | 0.06% | -25.0% |
Q4 2020 | $209,000 | +7.7% | 3,515 | -5.4% | 0.08% | 0.0% |
Q3 2020 | $194,000 | +13.5% | 3,715 | +8.8% | 0.08% | +8.1% |
Q2 2020 | $171,000 | – | 3,415 | – | 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% |