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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,878 | -6.4% | 106,707 | -2.5% | 0.93% | -3.0% |
| Q2 2023 | $7,345 | -4.2% | 109,482 | -6.4% | 0.96% | -8.6% |
| Q1 2023 | $7,668 | -3.2% | 116,937 | -2.6% | 1.05% | -10.2% |
| Q4 2022 | $7,925 | -99.9% | 120,042 | -4.9% | 1.17% | -3.3% |
| Q3 2022 | $7,389,000 | -12.8% | 126,280 | -7.0% | 1.21% | -8.3% |
| Q2 2022 | $8,472,000 | -14.9% | 135,725 | -2.6% | 1.32% | -6.6% |
| Q1 2022 | $9,952,000 | -0.8% | 139,401 | +1.8% | 1.41% | +1.1% |
| Q4 2021 | $10,031,000 | +6.7% | 136,992 | -1.7% | 1.40% | -0.4% |
| Q3 2021 | $9,401,000 | -3.2% | 139,319 | -1.9% | 1.40% | -3.4% |
| Q2 2021 | $9,711,000 | +2.7% | 142,030 | -2.0% | 1.45% | -4.0% |
| Q1 2021 | $9,459,000 | +5.2% | 144,894 | -4.1% | 1.51% | -4.5% |
| Q4 2020 | $8,991,000 | +11.5% | 151,031 | -2.2% | 1.58% | -6.4% |
| Q3 2020 | $8,061,000 | +3.3% | 154,451 | -0.8% | 1.69% | -1.8% |
| Q2 2020 | $7,805,000 | -43.2% | 155,766 | -49.8% | 1.72% | -0.3% |
| Q1 2020 | $13,732,000 | +81.6% | 310,208 | +146.7% | 1.73% | +6.5% |
| Q4 2019 | $7,560,000 | -2.2% | 125,756 | -7.8% | 1.62% | -9.2% |
| Q3 2019 | $7,734,000 | +13.3% | 136,326 | +12.1% | 1.79% | +5.1% |
| Q2 2019 | $6,826,000 | +2.0% | 121,595 | -0.5% | 1.70% | -1.0% |
| Q1 2019 | $6,692,000 | +11.9% | 122,255 | +0.7% | 1.72% | +2.1% |
| Q4 2018 | $5,982,000 | -7.6% | 121,357 | +5.1% | 1.68% | -0.7% |
| Q3 2018 | $6,477,000 | +5.4% | 115,502 | -0.1% | 1.70% | +7.5% |
| Q2 2018 | $6,144,000 | +2.3% | 115,663 | +1.7% | 1.58% | +9.9% |
| Q1 2018 | $6,008,000 | -3.6% | 113,693 | -0.3% | 1.44% | -18.0% |
| Q4 2017 | $6,232,000 | – | 113,989 | – | 1.75% | – |
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% |