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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,808 | -20.5% | 4,201 | -17.3% | 0.08% | -20.2% |
| Q2 2023 | $340,818 | +2.6% | 5,080 | +0.3% | 0.09% | -4.1% |
| Q1 2023 | $332,166 | -4.7% | 5,065 | -4.0% | 0.10% | -22.2% |
| Q4 2022 | $348,420 | +10.3% | 5,277 | -2.4% | 0.13% | 0.0% |
| Q3 2022 | $316,000 | -20.8% | 5,404 | -15.5% | 0.13% | -18.7% |
| Q2 2022 | $399,000 | -12.3% | 6,393 | +0.2% | 0.16% | -7.2% |
| Q1 2022 | $455,000 | +0.2% | 6,379 | +0.2% | 0.17% | -2.3% |
| Q4 2021 | $454,000 | -23.3% | 6,367 | -27.4% | 0.17% | -26.9% |
| Q3 2021 | $592,000 | -31.2% | 8,773 | -30.3% | 0.23% | -40.9% |
| Q2 2021 | $861,000 | -11.0% | 12,588 | -15.0% | 0.40% | -15.7% |
| Q1 2021 | $967,000 | – | 14,812 | – | 0.47% | – |
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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% |