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 | $12,311,323 | +1579.2% | 190,992 | +1647.7% | 2.44% | +1617.6% |
| Q2 2023 | $733,158 | -10.7% | 10,928 | -12.8% | 0.14% | -17.0% |
| Q1 2023 | $821,461 | -93.4% | 12,526 | -93.3% | 0.17% | -94.0% |
| Q4 2022 | $12,414,479 | +1836.7% | 188,041 | +1615.7% | 2.85% | +1773.0% |
| Q3 2022 | $641,000 | -16.2% | 10,960 | -5.0% | 0.15% | -5.6% |
| Q2 2022 | $765,000 | -95.3% | 11,536 | -95.0% | 0.16% | -95.3% |
| Q1 2022 | $16,397,000 | -3.9% | 229,682 | -3.7% | 3.40% | -4.6% |
| Q4 2021 | $17,069,000 | +2964.5% | 238,489 | +2787.6% | 3.57% | +2733.3% |
| Q3 2021 | $557,000 | +74.6% | 8,259 | +76.8% | 0.13% | +72.6% |
| Q2 2021 | $319,000 | -96.5% | 4,671 | -96.8% | 0.07% | -96.8% |
| Q4 2020 | $9,061,000 | +2.9% | 144,820 | -6.7% | 2.30% | -39.2% |
| Q3 2019 | $8,807,000 | +2968.6% | 155,240 | +2804.9% | 3.78% | +2826.4% |
| Q4 2018 | $287,000 | – | 5,344 | – | 0.13% | – |
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% |