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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $215,000 | -7.7% | 3,006 | -5.9% | 0.03% | 0.0% |
Q4 2021 | $233,000 | -3.7% | 3,193 | -10.9% | 0.03% | -8.1% |
Q3 2021 | $242,000 | +8.0% | 3,583 | +9.2% | 0.04% | +2.8% |
Q2 2021 | $224,000 | +4.7% | 3,281 | +0.1% | 0.04% | -7.7% |
Q1 2021 | $214,000 | -55.8% | 3,277 | -59.7% | 0.04% | -61.0% |
Q4 2020 | $484,000 | +3126.7% | 8,138 | +2594.7% | 0.10% | +1328.6% |
Q2 2017 | $15,000 | – | 302 | – | 0.01% | – |
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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% |