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 | $96,045 | -4.8% | 1,490 | -0.9% | 0.03% | 0.0% |
| Q2 2023 | $100,836 | +8.8% | 1,503 | +6.4% | 0.03% | 0.0% |
| Q1 2023 | $92,665 | +95430.9% | 1,413 | -4.2% | 0.03% | -8.1% |
| Q4 2022 | $97 | -99.9% | 1,475 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $86,000 | -6.5% | 1,475 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $92,000 | -25.2% | 1,475 | -14.4% | 0.04% | -11.6% |
| Q1 2022 | $123,000 | +1.7% | 1,723 | +4.2% | 0.04% | 0.0% |
| Q4 2021 | $121,000 | +8.0% | 1,653 | 0.0% | 0.04% | -4.4% |
| Q3 2021 | $112,000 | -0.9% | 1,653 | 0.0% | 0.04% | -13.5% |
| Q2 2021 | $113,000 | +4.6% | 1,653 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $108,000 | 0.0% | 1,653 | -8.7% | 0.05% | -22.4% |
| Q4 2020 | $108,000 | +45.9% | 1,810 | +27.6% | 0.07% | +28.8% |
| Q3 2020 | $74,000 | +34.5% | 1,418 | +30.0% | 0.05% | +26.8% |
| Q2 2020 | $55,000 | +83.3% | 1,091 | +60.7% | 0.04% | +57.7% |
| Q1 2020 | $30,000 | +172.7% | 679 | +205.9% | 0.03% | +271.4% |
| Q4 2018 | $11,000 | 0.0% | 222 | -0.4% | 0.01% | -12.5% |
| Q1 2017 | $11,000 | – | 223 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |