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 | $3,545 | +120.2% | 55,000 | +129.2% | 2.58% | +137.0% |
| Q2 2023 | $1,610 | +2.3% | 24,000 | 0.0% | 1.09% | +57.5% |
| Q1 2023 | $1,574 | -0.6% | 24,000 | 0.0% | 0.69% | -12.0% |
| Q4 2022 | $1,584 | -99.9% | 24,000 | 0.0% | 0.79% | -8.3% |
| Q3 2022 | $1,404,000 | -6.3% | 24,000 | 0.0% | 0.86% | +35.2% |
| Q2 2022 | $1,498,000 | -48.4% | 24,000 | -44.2% | 0.63% | -60.6% |
| Q3 2021 | $2,902,000 | +51.6% | 43,000 | +53.6% | 1.61% | +27.1% |
| Q2 2021 | $1,914,000 | -56.9% | 28,000 | -58.8% | 1.26% | -50.1% |
| Q1 2021 | $4,439,000 | +18.1% | 68,000 | -5.6% | 2.54% | -14.9% |
| Q3 2020 | $3,758,000 | – | 72,000 | – | 2.98% | – |
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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% |