SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $717 | -82.0% | 10,693 | -82.4% | 0.03% | -80.7% |
Q1 2023 | $3,979 | -99.3% | 60,672 | +680.8% | 0.16% | +747.4% |
Q1 2022 | $555,000 | -88.3% | 7,770 | -89.0% | 0.02% | -90.1% |
Q3 2021 | $4,759,000 | – | 70,523 | – | 0.19% | – |
Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2021 | $2,408,000 | +107.1% | 36,894 | +88.9% | 0.13% | +62.5% |
Q4 2020 | $1,163,000 | +12822.2% | 19,535 | +10633.5% | 0.08% | +7900.0% |
Q4 2016 | $9,000 | +12.5% | 182 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $8,000 | – | 182 | – | 0.00% | – |
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% |