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 | $523,544 | -3.8% | 8,122 | +0.1% | 0.10% | +1.0% |
| Q2 2023 | $544,301 | +1.6% | 8,113 | -0.7% | 0.10% | -9.0% |
| Q1 2023 | $535,592 | -1.0% | 8,167 | -0.3% | 0.11% | -7.5% |
| Q4 2022 | $541,034 | +12.5% | 8,195 | -0.3% | 0.12% | +6.2% |
| Q3 2022 | $481,000 | -6.2% | 8,222 | 0.0% | 0.11% | -1.7% |
| Q2 2022 | $513,000 | -12.9% | 8,222 | -0.4% | 0.12% | 0.0% |
| Q1 2022 | $589,000 | -2.5% | 8,251 | 0.0% | 0.12% | +3.6% |
| Q4 2021 | $604,000 | +8.4% | 8,251 | 0.0% | 0.11% | +4.7% |
| Q3 2021 | $557,000 | -1.2% | 8,251 | 0.0% | 0.11% | -2.8% |
| Q2 2021 | $564,000 | +4.6% | 8,251 | 0.0% | 0.11% | -5.2% |
| Q1 2021 | $539,000 | +9.6% | 8,251 | -0.3% | 0.12% | +3.6% |
| Q4 2020 | $492,000 | +13.9% | 8,272 | 0.0% | 0.11% | +4.7% |
| Q3 2020 | $432,000 | +4.1% | 8,272 | 0.0% | 0.11% | -2.8% |
| Q2 2020 | $415,000 | +13.1% | 8,272 | -0.1% | 0.11% | -0.9% |
| Q1 2020 | $367,000 | -26.5% | 8,284 | 0.0% | 0.11% | -13.4% |
| Q4 2019 | $499,000 | +5.7% | 8,284 | -0.4% | 0.13% | -3.1% |
| Q3 2019 | $472,000 | +1.3% | 8,314 | 0.0% | 0.13% | -0.8% |
| Q2 2019 | $466,000 | +2.4% | 8,314 | 0.0% | 0.13% | +0.8% |
| Q1 2019 | $455,000 | +11.0% | 8,314 | 0.0% | 0.13% | -0.8% |
| Q4 2018 | $410,000 | -9.3% | 8,314 | +3.1% | 0.13% | -1.5% |
| Q3 2018 | $452,000 | +4.6% | 8,062 | -0.8% | 0.13% | -1.5% |
| Q2 2018 | $432,000 | – | 8,129 | – | 0.14% | – |
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% |