SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $829,356 | +9.5% | 10,915 | +0.4% | 0.16% | -2.4% |
| Q4 2023 | $757,522 | +0.5% | 10,867 | -7.1% | 0.17% | -14.7% |
| Q3 2023 | $754,077 | -3.2% | 11,698 | +0.7% | 0.20% | +6.5% |
| Q2 2023 | $779,148 | -7.1% | 11,613 | -9.2% | 0.18% | -14.0% |
| Q1 2023 | $838,469 | -1.6% | 12,785 | -1.0% | 0.22% | -10.4% |
| Q4 2022 | $852,387 | +19.3% | 12,911 | +5.8% | 0.24% | +4.3% |
| Q3 2022 | $714,219 | -5.7% | 12,207 | +0.7% | 0.23% | -3.0% |
| Q2 2022 | $757,000 | -10.0% | 12,127 | +3.0% | 0.24% | +8.7% |
| Q1 2022 | $841,000 | +7.4% | 11,774 | +10.1% | 0.22% | +8.5% |
| Q4 2021 | $783,000 | +18.5% | 10,695 | +9.1% | 0.20% | +1.5% |
| Q3 2021 | $661,000 | -13.7% | 9,800 | -12.5% | 0.20% | -10.4% |
| Q2 2021 | $766,000 | +7.6% | 11,206 | +2.8% | 0.22% | -10.5% |
| Q1 2021 | $712,000 | +58.9% | 10,906 | +44.8% | 0.25% | +55.3% |
| Q4 2020 | $448,000 | +18.5% | 7,530 | +3.9% | 0.16% | +7.4% |
| Q3 2020 | $378,000 | -3.1% | 7,249 | -6.8% | 0.15% | -14.9% |
| Q2 2020 | $390,000 | +15.7% | 7,780 | +2.2% | 0.17% | -7.0% |
| Q1 2020 | $337,000 | +28.6% | 7,611 | +74.7% | 0.19% | +68.5% |
| Q4 2019 | $262,000 | -12.1% | 4,357 | -17.0% | 0.11% | -15.3% |
| Q3 2019 | $298,000 | +44.0% | 5,251 | +42.6% | 0.13% | +37.9% |
| Q2 2019 | $207,000 | -5.5% | 3,683 | -8.0% | 0.10% | -11.2% |
| Q1 2019 | $219,000 | – | 4,004 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,661,403 | $400,484,000 | 23.56% |
| BALLAST ADVISORS LLC | 321,590 | $19,334,000 | 14.22% |
| APPLETON GROUP, LLC | 181,058 | $10,885,000 | 13.81% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 211,449 | $12,712,000 | 11.22% |
| Tiller Private Wealth, Inc. | 229,743 | $13,812,000 | 11.18% |
| Mokosak Advisory Group, LLC | 292,116 | $17,547,000 | 10.61% |
| MARSHALL FINANCIAL GROUP INC /ADV | 244,427 | $14,695,000 | 9.93% |
| MATHER GROUP, LLC. | 2,536,950 | $152,521,000 | 9.57% |
| Foster Victor Wealth Advisors, LLC | 363,331 | $21,771,000 | 9.43% |
| Affinity Capital Advisors, LLC | 234,103 | $14,074,000 | 9.26% |