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 2021 | $1,925,000 | -0.8% | 28,532 | +0.6% | 0.27% | -0.7% |
Q2 2021 | $1,940,000 | +5.6% | 28,372 | +0.8% | 0.28% | -1.8% |
Q1 2021 | $1,837,000 | +3.2% | 28,147 | -5.9% | 0.28% | -2.8% |
Q4 2020 | $1,780,000 | +14.2% | 29,905 | +0.1% | 0.29% | +1.4% |
Q3 2020 | $1,559,000 | +5.8% | 29,881 | +1.6% | 0.28% | -3.7% |
Q2 2020 | $1,474,000 | +12.6% | 29,410 | -0.5% | 0.30% | -7.2% |
Q1 2020 | $1,309,000 | -26.1% | 29,567 | +0.4% | 0.32% | -0.9% |
Q4 2019 | $1,771,000 | +6.2% | 29,451 | +0.2% | 0.32% | -1.8% |
Q3 2019 | $1,668,000 | +21.2% | 29,403 | +20.0% | 0.33% | +18.1% |
Q2 2019 | $1,376,000 | +4.8% | 24,503 | +2.2% | 0.28% | +1.8% |
Q1 2019 | $1,313,000 | +12.4% | 23,980 | +1.2% | 0.27% | +0.7% |
Q4 2018 | $1,168,000 | +13.0% | 23,693 | +28.5% | 0.27% | +28.0% |
Q3 2018 | $1,034,000 | +71.2% | 18,438 | +62.1% | 0.21% | +71.5% |
Q2 2018 | $604,000 | -0.5% | 11,372 | -1.0% | 0.12% | -4.7% |
Q1 2018 | $607,000 | -3.0% | 11,482 | +0.2% | 0.13% | -1.5% |
Q4 2017 | $626,000 | +8.1% | 11,459 | +2.5% | 0.13% | +2.3% |
Q3 2017 | $579,000 | +3.6% | 11,180 | +0.4% | 0.13% | +1.6% |
Q2 2017 | $559,000 | +3.7% | 11,136 | +2.7% | 0.13% | -2.3% |
Q1 2017 | $539,000 | +19.8% | 10,842 | +15.9% | 0.13% | +7.5% |
Q4 2016 | $450,000 | +40.6% | 9,358 | +33.1% | 0.12% | +37.9% |
Q3 2016 | $320,000 | – | 7,033 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |