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 | $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 ↓ |
|---|---|---|---|
| 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% |