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 | $1,835,276 | +9.1% | 28,472 | +13.5% | 0.14% | +12.5% |
| Q2 2023 | $1,682,327 | +2.4% | 25,076 | +0.1% | 0.12% | +2.6% |
| Q1 2023 | $1,642,599 | +8.4% | 25,047 | +9.2% | 0.12% | 0.0% |
| Q4 2022 | $1,514,795 | +32.2% | 22,944 | +17.2% | 0.12% | +21.9% |
| Q3 2022 | $1,146,000 | +0.7% | 19,578 | +7.3% | 0.10% | +5.5% |
| Q2 2022 | $1,138,000 | +8.9% | 18,238 | +24.6% | 0.09% | +30.0% |
| Q1 2022 | $1,045,000 | +15.1% | 14,632 | +18.0% | 0.07% | +18.6% |
| Q4 2021 | $908,000 | +55.7% | 12,404 | +45.5% | 0.06% | +28.3% |
| Q2 2021 | $583,000 | +4.5% | 8,527 | -0.3% | 0.05% | -14.8% |
| Q1 2021 | $558,000 | +17.0% | 8,555 | +6.7% | 0.05% | +8.0% |
| Q4 2020 | $477,000 | -21.0% | 8,018 | -33.5% | 0.05% | -45.1% |
| Q2 2020 | $604,000 | +27.2% | 12,049 | +52.4% | 0.09% | +51.7% |
| Q4 2019 | $475,000 | – | 7,906 | – | 0.06% | – |
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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% |