SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $514,062 | -1.0% | 7,839 | -0.3% | 0.03% | -9.7% |
| Q4 2022 | $519,334 | +1.6% | 7,866 | -9.9% | 0.03% | -11.4% |
| Q3 2022 | $511,000 | -5.4% | 8,728 | +0.9% | 0.04% | -2.8% |
| Q2 2022 | $540,000 | -9.5% | 8,646 | +3.3% | 0.04% | 0.0% |
| Q1 2022 | $597,000 | +4.0% | 8,368 | +6.7% | 0.04% | 0.0% |
| Q4 2021 | $574,000 | +8.5% | 7,846 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $529,000 | -1.3% | 7,846 | 0.0% | 0.04% | -7.7% |
| Q2 2021 | $536,000 | +11.2% | 7,846 | +6.3% | 0.04% | -4.9% |
| Q1 2021 | $482,000 | +22.3% | 7,379 | +11.7% | 0.04% | +17.1% |
| Q4 2020 | $394,000 | +23.1% | 6,604 | +7.6% | 0.04% | +59.1% |
| Q3 2020 | $320,000 | -58.0% | 6,140 | -51.6% | 0.02% | -77.3% |
| Q4 2019 | $762,000 | +2.0% | 12,673 | -3.7% | 0.10% | -19.8% |
| Q3 2019 | $747,000 | +3.0% | 13,161 | +1.9% | 0.12% | -15.4% |
| Q2 2019 | $725,000 | +216.6% | 12,920 | +216.7% | 0.14% | +297.2% |
| Q3 2018 | $229,000 | – | 4,080 | – | 0.04% | – |
Download | ||||||
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% |