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 2022 | $2,698,000 | -6.3% | 46,118 | 0.0% | 0.46% | -2.1% |
| Q2 2022 | $2,879,000 | -12.5% | 46,118 | 0.0% | 0.47% | +2.6% |
| Q1 2022 | $3,292,000 | -2.5% | 46,118 | 0.0% | 0.46% | +13.6% |
| Q4 2021 | $3,377,000 | +8.5% | 46,118 | 0.0% | 0.40% | -0.5% |
| Q3 2021 | $3,112,000 | -32.5% | 46,118 | -40.5% | 0.41% | -41.1% |
| Q4 2020 | $4,612,000 | -53.9% | 77,479 | -59.6% | 0.69% | -62.3% |
| Q3 2020 | $10,009,000 | -61.6% | 191,773 | -63.1% | 1.83% | -70.0% |
| Q2 2020 | $26,043,000 | +38.7% | 519,722 | +22.5% | 6.10% | -24.3% |
| Q1 2020 | $18,776,000 | -23.6% | 424,124 | +3.8% | 8.06% | +23.5% |
| Q4 2019 | $24,562,000 | +18.8% | 408,542 | +12.1% | 6.53% | +0.0% |
| Q3 2019 | $20,677,000 | +7.4% | 364,479 | +6.2% | 6.52% | -7.4% |
| Q2 2019 | $19,259,000 | +5.3% | 343,047 | +5.2% | 7.04% | +12.0% |
| Q1 2019 | $18,286,000 | +9.8% | 326,062 | -3.5% | 6.29% | +9.1% |
| Q4 2018 | $16,652,000 | -12.3% | 337,833 | -0.2% | 5.76% | +2.7% |
| Q3 2018 | $18,990,000 | – | 338,619 | – | 5.61% | – |
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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% |