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 | $178,666 | -38.9% | 2,772 | -36.4% | 0.03% | -39.6% |
| Q2 2023 | $292,320 | +2.9% | 4,357 | +0.6% | 0.05% | -7.0% |
| Q1 2023 | $283,997 | -1.1% | 4,331 | -0.4% | 0.06% | -1.7% |
| Q4 2022 | $287,143 | +13.5% | 4,349 | +0.7% | 0.06% | +9.4% |
| Q3 2022 | $253,000 | -5.6% | 4,320 | +0.7% | 0.05% | +8.2% |
| Q2 2022 | $268,000 | -12.1% | 4,291 | +0.6% | 0.05% | +2.1% |
| Q1 2022 | $305,000 | -9.5% | 4,265 | -7.2% | 0.05% | -7.7% |
| Q4 2021 | $337,000 | +9.4% | 4,596 | +0.6% | 0.05% | +4.0% |
| Q3 2021 | $308,000 | -1.0% | 4,570 | +0.5% | 0.05% | -2.0% |
| Q2 2021 | $311,000 | -81.2% | 4,546 | -82.1% | 0.05% | -82.7% |
| Q1 2021 | $1,657,000 | -21.6% | 25,385 | -28.5% | 0.29% | -28.5% |
| Q4 2020 | $2,113,000 | +14.3% | 35,498 | +0.2% | 0.41% | +2.2% |
| Q3 2020 | $1,849,000 | +4.6% | 35,424 | +0.4% | 0.40% | -2.0% |
| Q2 2020 | $1,768,000 | +13.5% | 35,282 | +0.2% | 0.41% | -8.7% |
| Q1 2020 | $1,558,000 | -24.8% | 35,201 | +2.2% | 0.45% | -8.2% |
| Q4 2019 | $2,071,000 | +5.9% | 34,454 | 0.0% | 0.49% | -9.4% |
| Q3 2019 | $1,955,000 | -7.5% | 34,454 | -8.5% | 0.54% | -4.4% |
| Q2 2019 | $2,114,000 | -12.9% | 37,649 | -15.1% | 0.56% | -23.0% |
| Q1 2019 | $2,426,000 | +22.1% | 44,325 | +10.0% | 0.73% | +8.3% |
| Q4 2018 | $1,987,000 | +333.8% | 40,312 | +393.7% | 0.68% | +334.6% |
| Q3 2018 | $458,000 | -70.0% | 8,166 | -71.6% | 0.16% | -70.5% |
| Q2 2018 | $1,525,000 | +1594.4% | 28,710 | +1592.8% | 0.53% | +1724.1% |
| Q1 2018 | $90,000 | – | 1,696 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |