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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $5,207,000 | -5.3% | 72,943 | -2.9% | 1.66% | -8.2% |
Q4 2021 | $5,499,000 | +8.3% | 75,116 | -0.2% | 1.81% | -7.5% |
Q3 2021 | $5,079,000 | -1.6% | 75,278 | -0.3% | 1.96% | -14.9% |
Q2 2021 | $5,161,000 | +10.6% | 75,492 | +0.2% | 2.30% | -7.5% |
Q1 2021 | $4,667,000 | +15.8% | 75,330 | +11.2% | 2.48% | +8.2% |
Q4 2020 | $4,031,000 | – | 67,719 | – | 2.29% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |