SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $361,685 | +669.5% | 5,611 | +641.2% | 0.08% | +650.0% |
Q2 2022 | $47,000 | +487.5% | 757 | +575.9% | 0.01% | +900.0% |
Q1 2022 | $8,000 | -11.1% | 112 | -7.4% | 0.00% | 0.0% |
Q4 2021 | $9,000 | +80.0% | 121 | +51.2% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | -72.2% | 80 | -80.6% | 0.00% | -87.5% |
Q1 2020 | $18,000 | -21.7% | 413 | -3.5% | 0.01% | -33.3% |
Q1 2019 | $23,000 | – | 428 | – | 0.01% | – |
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% |