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 | $1,184,710 | +0.6% | 18,379 | +4.7% | 0.02% | +5.9% |
| Q2 2023 | $1,177,899 | +3.0% | 17,557 | +0.7% | 0.02% | -5.6% |
| Q1 2023 | $1,143,322 | +1436.6% | 17,434 | +1446.9% | 0.02% | +1700.0% |
| Q4 2022 | $74,405 | +12.7% | 1,127 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $66,000 | +78.4% | 1,131 | +89.8% | 0.00% | 0.0% |
| Q2 2022 | $37,000 | -32.7% | 596 | -22.3% | 0.00% | 0.0% |
| Q1 2022 | $55,000 | -3.5% | 767 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $57,000 | +9.6% | 774 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $52,000 | 0.0% | 770 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +420.0% | 767 | +398.1% | 0.00% | – |
| Q1 2021 | $10,000 | +150.0% | 154 | +55.6% | 0.00% | – |
| Q1 2020 | $4,000 | – | 99 | – | 0.00% | – |
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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% |