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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,085 | +20.2% | 32,341 | +25.1% | 0.96% | +23.3% |
| Q2 2023 | $1,735 | +3.9% | 25,856 | +1.5% | 0.78% | -3.7% |
| Q1 2023 | $1,670 | -8.2% | 25,468 | -7.6% | 0.81% | -12.2% |
| Q4 2022 | $1,819 | -99.9% | 27,559 | +4.6% | 0.92% | +12.5% |
| Q3 2022 | $1,541,000 | -4.3% | 26,338 | +2.1% | 0.82% | -18.3% |
| Q2 2022 | $1,611,000 | -14.3% | 25,803 | -1.9% | 1.00% | +28.7% |
| Q1 2022 | $1,879,000 | +2.1% | 26,313 | +4.7% | 0.78% | +7.5% |
| Q4 2021 | $1,840,000 | +18.3% | 25,133 | +9.0% | 0.72% | +2.0% |
| Q3 2021 | $1,556,000 | +1.8% | 23,058 | +3.1% | 0.71% | +2.3% |
| Q2 2021 | $1,529,000 | +21.2% | 22,370 | +15.7% | 0.69% | +10.4% |
| Q1 2021 | $1,262,000 | +18.7% | 19,339 | +8.3% | 0.63% | +1.1% |
| Q4 2020 | $1,063,000 | +22.9% | 17,860 | +7.8% | 0.62% | -37.4% |
| Q3 2020 | $865,000 | +15.6% | 16,568 | +11.0% | 0.99% | +7.6% |
| Q2 2020 | $748,000 | +38.3% | 14,922 | +22.1% | 0.92% | +84.8% |
| Q1 2020 | $541,000 | -24.8% | 12,223 | +2.2% | 0.50% | +1.8% |
| Q4 2019 | $719,000 | +39.1% | 11,965 | +31.4% | 0.49% | +26.9% |
| Q3 2019 | $517,000 | +67.3% | 9,109 | +65.6% | 0.39% | +54.4% |
| Q2 2019 | $309,000 | +5.1% | 5,500 | +2.5% | 0.25% | +11.1% |
| Q1 2019 | $294,000 | +14.8% | 5,365 | +3.3% | 0.22% | +1.8% |
| Q4 2018 | $256,000 | -3.8% | 5,196 | +9.5% | 0.22% | +14.5% |
| Q3 2018 | $266,000 | -37.6% | 4,746 | -40.7% | 0.19% | +4.9% |
| Q2 2018 | $426,000 | +106.8% | 8,006 | +105.5% | 0.18% | +11.5% |
| Q1 2018 | $206,000 | -0.5% | 3,895 | +3.0% | 0.16% | +5.1% |
| Q4 2017 | $207,000 | +64.3% | 3,780 | +34.3% | 0.16% | +37.7% |
| Q2 2016 | $126,000 | – | 2,815 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |