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 | $1,751,599 | -6.9% | 27,173 | -3.2% | 0.05% | -5.3% |
| Q2 2023 | $1,882,344 | -0.6% | 28,057 | -2.8% | 0.06% | -6.6% |
| Q1 2023 | $1,893,175 | -1.2% | 28,868 | -0.5% | 0.06% | -7.6% |
| Q4 2022 | $1,916,296 | +3.2% | 29,026 | -8.5% | 0.07% | -24.1% |
| Q3 2022 | $1,856,000 | -6.2% | 31,727 | +0.1% | 0.09% | -6.5% |
| Q2 2022 | $1,979,000 | -12.5% | 31,701 | +0.1% | 0.09% | -3.1% |
| Q1 2022 | $2,261,000 | -2.6% | 31,671 | -0.1% | 0.10% | +5.5% |
| Q4 2021 | $2,322,000 | +23.4% | 31,707 | +13.7% | 0.09% | 0.0% |
| Q3 2021 | $1,882,000 | -1.5% | 27,886 | -0.2% | 0.09% | -9.9% |
| Q2 2021 | $1,910,000 | +2.9% | 27,932 | -1.8% | 0.10% | -4.7% |
| Q1 2021 | $1,857,000 | +8.3% | 28,445 | -1.2% | 0.11% | +1.0% |
| Q4 2020 | $1,714,000 | -7.0% | 28,790 | -18.5% | 0.10% | -18.6% |
| Q3 2020 | $1,844,000 | +85.7% | 35,329 | +78.2% | 0.13% | +57.3% |
| Q2 2020 | $993,000 | -35.6% | 19,825 | -43.1% | 0.08% | -50.3% |
| Q1 2020 | $1,542,000 | – | 34,825 | – | 0.16% | – |
Download | ||||||
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% |