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 | $522,776 | -4.3% | 8,110 | -0.4% | 0.10% | 0.0% |
| Q2 2023 | $546,155 | +2.6% | 8,141 | +0.3% | 0.10% | -6.4% |
| Q1 2023 | $532,074 | -5.0% | 8,113 | -4.4% | 0.11% | -14.8% |
| Q4 2022 | $559,952 | +10.4% | 8,482 | -2.2% | 0.13% | -3.8% |
| Q3 2022 | $507,000 | -6.6% | 8,670 | -0.3% | 0.13% | -4.3% |
| Q2 2022 | $543,000 | -16.2% | 8,698 | -4.1% | 0.14% | -7.9% |
| Q1 2022 | $648,000 | -2.1% | 9,071 | +0.4% | 0.15% | -5.6% |
| Q4 2021 | $662,000 | +52.2% | 9,037 | +40.1% | 0.16% | +35.6% |
| Q3 2021 | $435,000 | -6.5% | 6,449 | -5.2% | 0.12% | -6.3% |
| Q2 2021 | $465,000 | +3.3% | 6,806 | -1.3% | 0.13% | -9.4% |
| Q1 2021 | $450,000 | +8.4% | 6,893 | -1.1% | 0.14% | -2.8% |
| Q4 2020 | $415,000 | +8.1% | 6,970 | -5.2% | 0.14% | -7.1% |
| Q3 2020 | $384,000 | +2.9% | 7,355 | -1.1% | 0.15% | -1.3% |
| Q2 2020 | $373,000 | +13.4% | 7,434 | +0.1% | 0.16% | -3.1% |
| Q1 2020 | $329,000 | -35.2% | 7,430 | -12.1% | 0.16% | -34.0% |
| Q4 2019 | $508,000 | +5.0% | 8,453 | -1.0% | 0.24% | -11.3% |
| Q3 2019 | $484,000 | -6.9% | 8,539 | -7.8% | 0.28% | -10.4% |
| Q2 2019 | $520,000 | -9.4% | 9,264 | -11.6% | 0.31% | -16.3% |
| Q1 2019 | $574,000 | +11.5% | 10,484 | +0.3% | 0.37% | -2.7% |
| Q4 2018 | $515,000 | – | 10,454 | – | 0.38% | – |
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% |