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 | $1,695,362 | +9.4% | 26,301 | +13.9% | 0.67% | +11.9% |
| Q2 2023 | $1,549,779 | +7.2% | 23,100 | +4.8% | 0.60% | +1.2% |
| Q1 2023 | $1,445,842 | +15.5% | 22,047 | +16.3% | 0.59% | -4.2% |
| Q4 2022 | $1,251,343 | +47.6% | 18,954 | +30.8% | 0.62% | +46.8% |
| Q3 2022 | $848,000 | +13.1% | 14,496 | +20.7% | 0.42% | +22.7% |
| Q2 2022 | $750,000 | -23.5% | 12,012 | -12.5% | 0.34% | -13.4% |
| Q1 2022 | $980,000 | -33.0% | 13,722 | -31.3% | 0.40% | -33.0% |
| Q4 2021 | $1,463,000 | +4.3% | 19,983 | -3.9% | 0.59% | -5.3% |
| Q3 2021 | $1,403,000 | +5.3% | 20,798 | +6.7% | 0.62% | +3.8% |
| Q2 2021 | $1,333,000 | +8.4% | 19,501 | +3.5% | 0.60% | -1.8% |
| Q1 2021 | $1,230,000 | +14.5% | 18,838 | +4.5% | 0.61% | +6.2% |
| Q4 2020 | $1,074,000 | +28.3% | 18,033 | +12.4% | 0.58% | +10.8% |
| Q3 2020 | $837,000 | +1.6% | 16,043 | -2.4% | 0.52% | -6.5% |
| Q2 2020 | $824,000 | – | 16,441 | – | 0.56% | – |
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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% |