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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $62,317 | +2.1% | 950,250 | +2.7% | 5.29% | -7.2% |
| Q4 2022 | $61,063 | -99.9% | 924,910 | +3.7% | 5.70% | -4.9% |
| Q3 2022 | $52,210,000 | -5.5% | 892,330 | +0.8% | 5.99% | -2.3% |
| Q2 2022 | $55,247,000 | -12.7% | 885,090 | -0.2% | 6.14% | +4.3% |
| Q1 2022 | $63,316,000 | -0.2% | 886,900 | +2.3% | 5.88% | +5.6% |
| Q4 2021 | $63,471,000 | +14.4% | 866,860 | +5.4% | 5.57% | -0.6% |
| Q3 2021 | $55,493,000 | +3.4% | 822,360 | +4.8% | 5.61% | +0.3% |
| Q2 2021 | $53,669,000 | +10.5% | 784,980 | +5.5% | 5.59% | -2.5% |
| Q1 2021 | $48,571,000 | +36.6% | 744,040 | +24.6% | 5.74% | +3.1% |
| Q4 2020 | $35,558,000 | +13.8% | 597,310 | -0.3% | 5.56% | +0.9% |
| Q3 2020 | $31,258,000 | +1.0% | 598,920 | -3.0% | 5.52% | -5.6% |
| Q2 2020 | $30,946,000 | – | 617,560 | – | 5.84% | – |
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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% |