SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,545 | +52.9% | 5,001 | +49.5% | 0.05% | +45.5% |
| Q1 2023 | $219,398 | -73.4% | 3,346 | -73.2% | 0.03% | -75.4% |
| Q4 2022 | $824,829 | +30.9% | 12,494 | +16.0% | 0.13% | +11.7% |
| Q3 2022 | $630,000 | +110.0% | 10,769 | +124.4% | 0.12% | +118.2% |
| Q2 2022 | $300,000 | -23.7% | 4,800 | -12.8% | 0.06% | -16.7% |
| Q1 2022 | $393,000 | +37.4% | 5,503 | +41.1% | 0.07% | +22.2% |
| Q4 2021 | $286,000 | -27.2% | 3,900 | -33.0% | 0.05% | -34.9% |
| Q3 2021 | $393,000 | – | 5,821 | – | 0.08% | – |
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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% |