SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,009 | -9.5% | 13,295 | -5.8% | 0.17% | -16.9% |
| Q2 2023 | $946,660 | -20.4% | 14,110 | -22.2% | 0.20% | -29.0% |
| Q1 2023 | $1,189,622 | -20.2% | 18,140 | -19.7% | 0.28% | -29.8% |
| Q4 2022 | $1,491,260 | -7.9% | 22,588 | -18.4% | 0.40% | -31.5% |
| Q3 2022 | $1,619,000 | -5.0% | 27,665 | +1.3% | 0.59% | +1.7% |
| Q2 2022 | $1,704,000 | -12.4% | 27,302 | +0.2% | 0.58% | -3.8% |
| Q1 2022 | $1,945,000 | -6.0% | 27,243 | -3.6% | 0.60% | -2.3% |
| Q4 2021 | $2,069,000 | -1.7% | 28,261 | -9.4% | 0.62% | -15.4% |
| Q3 2021 | $2,104,000 | +11.4% | 31,209 | +13.0% | 0.73% | +7.4% |
| Q2 2021 | $1,889,000 | +13.5% | 27,626 | +8.3% | 0.68% | +2.0% |
| Q1 2021 | $1,664,000 | +296.2% | 25,516 | +262.0% | 0.66% | +213.2% |
| Q4 2020 | $420,000 | – | 7,049 | – | 0.21% | – |
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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% |