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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $2,000 | -60.0% | 31 | -55.1% | 0.00% | -50.0% |
Q4 2021 | $5,000 | +150.0% | 69 | +122.6% | 0.00% | +100.0% |
Q3 2021 | $2,000 | -89.5% | 31 | -88.6% | 0.00% | -85.7% |
Q2 2021 | $19,000 | +5.6% | 271 | +0.4% | 0.01% | 0.0% |
Q1 2021 | $18,000 | +12.5% | 270 | +2.3% | 0.01% | 0.0% |
Q4 2020 | $16,000 | +14.3% | 264 | +0.8% | 0.01% | 0.0% |
Q3 2020 | $14,000 | +7.7% | 262 | +1.2% | 0.01% | 0.0% |
Q2 2020 | $13,000 | +18.2% | 259 | +0.8% | 0.01% | 0.0% |
Q1 2020 | $11,000 | -26.7% | 257 | +0.8% | 0.01% | -22.2% |
Q4 2019 | $15,000 | +7.1% | 255 | +1.2% | 0.01% | +12.5% |
Q3 2019 | $14,000 | 0.0% | 252 | +1.2% | 0.01% | -11.1% |
Q2 2019 | $14,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $14,000 | – | 249 | – | 0.01% | – |
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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% |