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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $21,298 | -0.2% | 324,769 | +0.5% | 2.26% | -8.2% |
| Q4 2022 | $21,334 | -99.9% | 323,149 | +0.0% | 2.46% | +5.4% |
| Q3 2022 | $18,901,000 | -6.6% | 323,035 | -0.3% | 2.33% | -3.4% |
| Q2 2022 | $20,229,000 | -13.9% | 324,085 | -1.6% | 2.42% | -0.4% |
| Q1 2022 | $23,503,000 | -0.1% | 329,224 | +2.4% | 2.42% | +2.8% |
| Q4 2021 | $23,536,000 | +14.5% | 321,442 | +5.5% | 2.36% | +6.6% |
| Q3 2021 | $20,563,000 | -0.8% | 304,728 | +0.5% | 2.21% | -0.7% |
| Q2 2021 | $20,728,000 | +3.2% | 303,175 | -1.5% | 2.23% | -0.2% |
| Q1 2021 | $20,085,000 | +9.8% | 307,667 | +0.1% | 2.23% | -4.7% |
| Q4 2020 | $18,291,000 | +14.8% | 307,264 | +0.7% | 2.34% | +4.7% |
| Q3 2020 | $15,930,000 | +7.8% | 305,229 | +3.5% | 2.24% | -4.3% |
| Q2 2020 | $14,783,000 | – | 295,006 | – | 2.34% | – |
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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% |