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 | $507,300 | -3.9% | 7,870 | 0.0% | 0.20% | -2.4% |
Q2 2023 | $527,998 | +2.3% | 7,870 | 0.0% | 0.21% | -3.7% |
Q1 2023 | $516,115 | -0.7% | 7,870 | 0.0% | 0.22% | -8.9% |
Q4 2022 | $519,577 | +13.0% | 7,870 | 0.0% | 0.24% | -1.3% |
Q3 2022 | $460,000 | -6.3% | 7,870 | 0.0% | 0.24% | +7.7% |
Q2 2022 | $491,000 | -23.3% | 7,870 | -12.2% | 0.22% | -14.6% |
Q1 2022 | $640,000 | -2.4% | 8,965 | 0.0% | 0.26% | -13.9% |
Q4 2021 | $656,000 | +8.4% | 8,965 | 0.0% | 0.30% | -2.6% |
Q3 2021 | $605,000 | -1.3% | 8,965 | 0.0% | 0.31% | -1.6% |
Q2 2021 | $613,000 | +4.8% | 8,965 | 0.0% | 0.32% | -5.4% |
Q1 2021 | $585,000 | +9.6% | 8,965 | 0.0% | 0.33% | 0.0% |
Q4 2020 | $534,000 | +14.1% | 8,965 | 0.0% | 0.33% | +5.7% |
Q3 2020 | $468,000 | +4.2% | 8,965 | 0.0% | 0.32% | -2.5% |
Q2 2020 | $449,000 | -23.1% | 8,965 | -32.0% | 0.32% | -29.5% |
Q1 2020 | $584,000 | -33.6% | 13,192 | -9.8% | 0.46% | -11.9% |
Q4 2019 | $879,000 | +9.5% | 14,629 | 0.0% | 0.52% | -4.1% |
Q3 2019 | $803,000 | -3.3% | 14,629 | -0.3% | 0.54% | -3.6% |
Q2 2019 | $830,000 | +3.4% | 14,670 | 0.0% | 0.56% | -3.4% |
Q1 2019 | $803,000 | – | 14,670 | – | 0.58% | – |
Download |
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% |