SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $375,586 | -0.6% | 5,727 | 0.0% | 0.09% | -8.4% |
| Q4 2022 | $378,000 | +11.8% | 5,727 | -1.0% | 0.10% | -4.0% |
| Q3 2022 | $338,000 | -6.4% | 5,783 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $361,000 | -12.6% | 5,783 | 0.0% | 0.10% | +11.2% |
| Q1 2022 | $413,000 | -2.4% | 5,783 | +0.1% | 0.09% | +7.2% |
| Q4 2021 | $423,000 | +2.7% | 5,779 | -5.2% | 0.08% | -3.5% |
| Q3 2021 | $412,000 | -2.8% | 6,098 | -1.7% | 0.09% | 0.0% |
| Q2 2021 | $424,000 | +4.7% | 6,206 | +0.1% | 0.09% | +10.3% |
| Q1 2021 | $405,000 | +9.2% | 6,201 | -0.4% | 0.08% | +4.0% |
| Q4 2020 | $371,000 | +14.2% | 6,225 | +0.1% | 0.08% | +5.6% |
| Q3 2020 | $325,000 | +0.3% | 6,218 | -4.0% | 0.07% | -6.6% |
| Q2 2020 | $324,000 | -70.1% | 6,475 | -73.5% | 0.08% | -73.7% |
| Q1 2020 | $1,082,000 | -62.5% | 24,432 | -49.1% | 0.29% | -69.7% |
| Q4 2019 | $2,884,000 | +11.4% | 47,976 | +5.2% | 0.95% | +1.5% |
| Q3 2019 | $2,588,000 | +5.5% | 45,621 | +4.4% | 0.94% | +2.8% |
| Q2 2019 | $2,454,000 | +4.1% | 43,712 | +1.5% | 0.91% | -3.8% |
| Q1 2019 | $2,357,000 | – | 43,056 | – | 0.95% | – |
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% |