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 | $715,531 | +10.5% | 11,100 | +15.0% | 0.10% | +20.5% |
| Q2 2023 | $647,484 | +0.8% | 9,651 | -1.5% | 0.08% | -5.7% |
| Q1 2023 | $642,433 | +6.3% | 9,796 | +7.0% | 0.09% | 0.0% |
| Q4 2022 | $604,637 | +13.0% | 9,158 | +0.1% | 0.09% | +11.4% |
| Q3 2022 | $535,000 | -6.1% | 9,147 | +0.1% | 0.08% | +5.3% |
| Q2 2022 | $570,000 | -12.4% | 9,135 | +0.1% | 0.08% | +11.9% |
| Q1 2022 | $651,000 | -2.5% | 9,125 | +0.1% | 0.07% | +3.1% |
| Q4 2021 | $668,000 | +30.2% | 9,118 | +19.9% | 0.06% | +16.1% |
| Q3 2021 | $513,000 | -1.3% | 7,602 | 0.0% | 0.06% | -5.1% |
| Q2 2021 | $520,000 | +19.0% | 7,602 | +13.5% | 0.06% | +3.5% |
| Q1 2021 | $437,000 | – | 6,697 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |