SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,764 | +11.4% | 8,234 | +16.0% | 0.30% | +17.3% |
| Q2 2023 | $476,272 | +19.2% | 7,099 | +16.5% | 0.26% | +13.0% |
| Q1 2023 | $399,448 | +8.7% | 6,091 | +9.5% | 0.23% | +8.0% |
| Q4 2022 | $367,401 | +60.4% | 5,565 | +42.0% | 0.21% | +55.5% |
| Q3 2022 | $229,000 | +13.9% | 3,920 | +21.5% | 0.14% | +24.5% |
| Q2 2022 | $201,000 | -3.4% | 3,227 | +10.7% | 0.11% | +13.4% |
| Q1 2022 | $208,000 | -2.3% | 2,915 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $213,000 | +6.0% | 2,915 | -1.0% | 0.10% | 0.0% |
| Q2 2021 | $201,000 | -61.0% | 2,945 | -65.7% | 0.10% | -67.9% |
| Q4 2019 | $516,000 | +13.4% | 8,591 | +7.0% | 0.30% | +4.5% |
| Q3 2019 | $455,000 | +11.2% | 8,028 | +10.3% | 0.29% | +5.5% |
| Q2 2019 | $409,000 | -6.8% | 7,280 | -9.2% | 0.27% | -9.9% |
| Q1 2019 | $439,000 | +11.1% | 8,022 | +0.1% | 0.30% | +3.1% |
| Q4 2018 | $395,000 | -13.2% | 8,015 | -1.2% | 0.30% | -3.6% |
| Q3 2018 | $455,000 | -7.9% | 8,115 | -12.8% | 0.31% | -9.2% |
| Q2 2018 | $494,000 | -17.3% | 9,303 | -17.7% | 0.34% | -16.8% |
| Q1 2018 | $597,000 | +17.3% | 11,298 | +21.4% | 0.40% | -20.1% |
| Q4 2017 | $509,000 | – | 9,310 | – | 0.51% | – |
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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% |