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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $402,000 | -2.0% | 5,632 | +0.7% | 0.18% | -5.2% |
| Q4 2021 | $410,000 | +9.3% | 5,595 | +0.6% | 0.19% | +2.6% |
| Q3 2021 | $375,000 | -0.8% | 5,563 | +0.5% | 0.19% | -2.1% |
| Q2 2021 | $378,000 | +5.3% | 5,534 | +0.5% | 0.19% | -2.5% |
| Q1 2021 | $359,000 | -22.0% | 5,506 | -28.8% | 0.20% | -27.5% |
| Q4 2020 | $460,000 | +13.3% | 7,738 | -0.7% | 0.27% | -3.9% |
| Q3 2020 | $406,000 | +2.8% | 7,793 | -1.3% | 0.28% | -5.6% |
| Q2 2020 | $395,000 | -15.4% | 7,898 | +1.6% | 0.30% | -35.5% |
| Q4 2019 | $467,000 | -19.6% | 7,775 | -24.1% | 0.47% | -16.5% |
| Q3 2019 | $581,000 | +4.5% | 10,249 | +3.3% | 0.56% | +0.9% |
| Q2 2019 | $556,000 | – | 9,919 | – | 0.55% | – |
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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% |