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 | $2,704,687 | -3.7% | 41,959 | +0.2% | 0.02% | -50.0% |
| Q2 2023 | $2,809,162 | -59.4% | 41,872 | -60.3% | 0.04% | -62.5% |
| Q1 2023 | $6,913,879 | -51.6% | 105,427 | -51.3% | 0.11% | -8.2% |
| Q4 2022 | $14,286,438 | +12.1% | 216,396 | -0.6% | 0.12% | +6.1% |
| Q3 2022 | $12,740,029 | +88.3% | 217,726 | +100.8% | 0.12% | -22.8% |
| Q2 2022 | $6,767,509 | -11.1% | 108,412 | +1.7% | 0.15% | -16.3% |
| Q1 2022 | $7,614,000 | -4.6% | 106,647 | -2.1% | 0.18% | -10.6% |
| Q4 2021 | $7,979,000 | +5.7% | 108,979 | -2.6% | 0.20% | -9.5% |
| Q3 2021 | $7,547,000 | -0.2% | 111,841 | +1.1% | 0.22% | -3.1% |
| Q2 2021 | $7,561,000 | -72.7% | 110,592 | -74.0% | 0.23% | -75.8% |
| Q1 2021 | $27,728,000 | +7.0% | 424,749 | -2.5% | 0.94% | -12.0% |
| Q4 2020 | $25,923,000 | +2592200.0% | 435,468 | +2291836.8% | 1.06% | – |
| Q2 2019 | $1,000 | – | 19 | – | 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% |