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 | $2,974,165 | +67.0% | 46,140 | +73.8% | 0.01% | +60.0% |
| Q2 2023 | $1,781,328 | +4.5% | 26,551 | +2.2% | 0.01% | +25.0% |
| Q1 2023 | $1,704,494 | +37116.0% | 25,991 | -62.5% | 0.00% | -66.7% |
| Q4 2022 | $4,580 | -99.8% | 69,361 | +56.5% | 0.01% | +50.0% |
| Q3 2022 | $2,593,000 | -16.7% | 44,321 | -11.1% | 0.01% | -11.1% |
| Q2 2022 | $3,112,000 | +19.6% | 49,848 | +36.8% | 0.01% | +50.0% |
| Q1 2022 | $2,602,000 | +139.2% | 36,450 | +145.3% | 0.01% | +100.0% |
| Q4 2021 | $1,088,000 | +13.6% | 14,858 | +4.6% | 0.00% | +50.0% |
| Q3 2021 | $958,000 | +7.5% | 14,198 | +8.9% | 0.00% | 0.0% |
| Q2 2021 | $891,000 | +23.1% | 13,038 | +17.6% | 0.00% | 0.0% |
| Q1 2021 | $724,000 | +81.5% | 11,090 | +65.3% | 0.00% | +100.0% |
| Q4 2020 | $399,000 | -76.3% | 6,707 | -82.4% | 0.00% | -87.5% |
| Q1 2020 | $1,682,000 | +268.9% | 38,000 | +310.5% | 0.01% | +166.7% |
| Q4 2018 | $456,000 | – | 9,256 | – | 0.00% | – |
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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% |