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 | $14,686,012 | -7.1% | 227,831 | -3.3% | 7.71% | -1.9% |
| Q2 2023 | $15,803,213 | +3.3% | 235,552 | +1.0% | 7.86% | +3.9% |
| Q1 2023 | $15,293,433 | -3.5% | 233,203 | -2.8% | 7.57% | -1.5% |
| Q4 2022 | $15,847,639 | +11.0% | 240,043 | -1.6% | 7.68% | +5.2% |
| Q3 2022 | $14,277,000 | -6.5% | 244,011 | -0.3% | 7.30% | -3.2% |
| Q2 2022 | $15,276,000 | -27.7% | 244,737 | -17.3% | 7.54% | -9.0% |
| Q1 2022 | $21,128,000 | -9.8% | 295,946 | -7.5% | 8.29% | +25.4% |
| Q4 2021 | $23,435,000 | +10.0% | 320,070 | +1.4% | 6.61% | +0.9% |
| Q3 2021 | $21,305,000 | -3.9% | 315,726 | -2.6% | 6.55% | -1.3% |
| Q2 2021 | $22,159,000 | -0.8% | 324,111 | -5.2% | 6.63% | -3.6% |
| Q1 2021 | $22,328,000 | +12.6% | 342,041 | +2.7% | 6.88% | -3.0% |
| Q4 2020 | $19,833,000 | +29.5% | 333,152 | +13.5% | 7.09% | +10.5% |
| Q3 2020 | $15,315,000 | +38.0% | 293,439 | +32.5% | 6.42% | +11.9% |
| Q2 2020 | $11,094,000 | – | 221,384 | – | 5.73% | – |
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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% |