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 | $11,555,622 | -2.3% | 179,268 | +1.7% | 3.09% | -0.5% |
| Q2 2023 | $11,830,707 | +7.0% | 176,341 | +4.6% | 3.11% | +2.5% |
| Q1 2023 | $11,053,890 | +3.2% | 168,556 | +3.9% | 3.03% | -1.6% |
| Q4 2022 | $10,711,219 | +11.4% | 162,242 | -1.3% | 3.08% | +4.5% |
| Q3 2022 | $9,614,000 | -2.7% | 164,316 | +3.8% | 2.95% | -10.8% |
| Q2 2022 | $9,878,000 | -10.6% | 158,245 | +2.2% | 3.30% | +0.2% |
| Q1 2022 | $11,054,000 | -4.9% | 154,836 | -2.5% | 3.30% | -4.4% |
| Q4 2021 | $11,628,000 | +8.0% | 158,808 | -0.4% | 3.45% | +2.9% |
| Q3 2021 | $10,764,000 | +0.2% | 159,507 | +1.5% | 3.35% | -0.9% |
| Q2 2021 | $10,741,000 | +5.7% | 157,104 | +0.9% | 3.38% | -1.3% |
| Q1 2021 | $10,160,000 | +6.8% | 155,631 | -2.7% | 3.43% | +0.2% |
| Q4 2020 | $9,517,000 | +14.6% | 159,875 | +0.5% | 3.42% | +6.5% |
| Q3 2020 | $8,305,000 | +2.6% | 159,137 | -1.5% | 3.21% | -5.4% |
| Q2 2020 | $8,095,000 | – | 161,535 | – | 3.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |