Dorsey & Whitney Trust CO LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Dorsey & Whitney Trust CO LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$409,966
-3.9%
6,3600.0%0.04%
+2.9%
Q2 2023$426,692
+2.3%
6,3600.0%0.04%
-7.9%
Q1 2023$417,089
-0.7%
6,3600.0%0.04%
-7.3%
Q4 2022$419,887
+12.9%
6,3600.0%0.04%
+5.1%
Q3 2022$372,000
-6.3%
6,3600.0%0.04%
-2.5%
Q2 2022$397,000
-12.6%
6,3600.0%0.04%0.0%
Q1 2022$454,000
-2.6%
6,3600.0%0.04%
+2.6%
Q4 2021$466,000
+8.6%
6,3600.0%0.04%
-2.5%
Q3 2021$429,000
-1.4%
6,3600.0%0.04%
-2.4%
Q2 2021$435,000
+4.8%
6,3600.0%0.04%0.0%
Q1 2021$415,000
+9.5%
6,3600.0%0.04%
-6.8%
Q4 2020$379,000
+14.2%
6,3600.0%0.04%0.0%
Q3 2020$332,000
+4.1%
6,3600.0%0.04%
-2.2%
Q2 2020$319,000
+13.1%
6,3600.0%0.04%
-6.2%
Q1 2020$282,000
-26.2%
6,3600.0%0.05%
-5.9%
Q4 2019$382,000
+5.8%
6,3600.0%0.05%
-3.8%
Q3 2019$361,000
+1.1%
6,3600.0%0.05%
-3.6%
Q2 2019$357,000
+2.6%
6,3600.0%0.06%
+1.9%
Q1 2019$348,000–6,360–0.05%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 279,528$20,467,00020.53%
Avantax Planning Partners, Inc. 5,561,497$407,213,00016.75%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 542,003$39,685,00016.30%
Mokosak Advisory Group, LLC 537,662$39,358,00015.10%
Advisory Services & Investments, LLC 287,055$21,018,00013.44%
Northern Capital Management, Inc. 203,338$14,888,00011.87%
BALLAST ADVISORS LLC 384,685$28,167,00010.77%
GenWealth Group, Inc. 515,819$37,768,00010.22%
IVC Wealth Advisors LLC 201,036$14,720,0009.49%
MATHER GROUP, LLC. 6,430,919$470,871,0009.22%
View complete list of SCHWAB STRATEGIC TR shareholders