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 | $653,000 | -2.4% | 9,141 | +0.0% | 0.49% | +1.7% |
| Q4 2021 | $669,000 | +8.4% | 9,139 | +0.0% | 0.48% | -0.2% |
| Q3 2021 | $617,000 | -1.0% | 9,136 | +0.2% | 0.48% | +13.4% |
| Q2 2021 | $623,000 | +3.1% | 9,114 | -1.5% | 0.42% | -9.2% |
| Q1 2021 | $604,000 | +7.9% | 9,250 | -1.6% | 0.47% | -10.3% |
| Q4 2020 | $560,000 | +130.5% | 9,402 | +102.0% | 0.52% | +87.8% |
| Q3 2020 | $243,000 | +4.3% | 4,655 | +0.1% | 0.28% | -16.8% |
| Q2 2020 | $233,000 | -42.2% | 4,649 | -30.7% | 0.33% | -7.7% |
| Q4 2019 | $403,000 | – | 6,708 | – | 0.36% | – |
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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% |