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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,637 | -57.5% | 211 | -56.6% | 0.00% | -57.1% |
| Q4 2022 | $32,086 | +14.6% | 486 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $28,000 | -6.7% | 486 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -16.7% | 486 | -4.9% | 0.01% | 0.0% |
| Q1 2022 | $36,000 | -2.7% | 511 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $37,000 | -44.8% | 511 | -48.3% | 0.01% | -46.2% |
| Q3 2021 | $67,000 | 0.0% | 989 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $67,000 | +34.0% | 987 | +30.0% | 0.01% | +18.2% |
| Q1 2021 | $50,000 | +28.2% | 759 | +0.7% | 0.01% | +22.2% |
| Q3 2020 | $39,000 | +56.0% | 754 | +51.7% | 0.01% | +50.0% |
| Q2 2020 | $25,000 | +92.3% | 497 | +65.7% | 0.01% | +50.0% |
| Q1 2020 | $13,000 | -27.8% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | – | 300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |