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 | $6,197,654 | +10.3% | 96,147 | +14.8% | 0.86% | +6.2% |
| Q2 2023 | $5,617,480 | +8.8% | 83,731 | +5.0% | 0.81% | -2.7% |
| Q1 2023 | $5,163,032 | -2.2% | 79,738 | -0.3% | 0.83% | -19.6% |
| Q4 2022 | $5,280,502 | +13.8% | 79,983 | +0.9% | 1.03% | +5.2% |
| Q3 2022 | $4,639,000 | +1.4% | 79,287 | +8.2% | 0.98% | +1.4% |
| Q2 2022 | $4,574,000 | -9.4% | 73,272 | +5.1% | 0.97% | +4.7% |
| Q1 2022 | $5,048,000 | +3.7% | 69,710 | +2.8% | 0.92% | +16.8% |
| Q4 2021 | $4,870,000 | +34.0% | 67,832 | +27.0% | 0.79% | +21.1% |
| Q3 2021 | $3,634,000 | 0.0% | 53,394 | 0.0% | 0.65% | -0.2% |
| Q2 2021 | $3,634,000 | +29.0% | 53,394 | +23.7% | 0.65% | +17.8% |
| Q1 2021 | $2,817,000 | +147.1% | 43,159 | +125.4% | 0.56% | +135.2% |
| Q4 2020 | $1,140,000 | +7.0% | 19,146 | -2.8% | 0.24% | -20.3% |
| Q3 2020 | $1,065,000 | -99.3% | 19,693 | -99.3% | 0.30% | -95.7% |
| Q1 2020 | $162,362,000 | +5663.6% | 2,963,615 | +6225.6% | 6.96% | +2242.8% |
| Q4 2019 | $2,817,000 | -95.6% | 46,851 | +3396.3% | 0.30% | +275.9% |
| Q4 2016 | $64,441,000 | – | 1,340 | – | 0.08% | – |
Download | ||||||
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% |