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% | – |
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% |