SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $111,452 | -45.9% | 1,688 | -52.1% | 0.06% | -52.4% |
| Q3 2022 | $206,000 | -9.6% | 3,523 | -3.7% | 0.12% | -0.8% |
| Q2 2022 | $228,000 | -21.1% | 3,657 | -9.8% | 0.12% | -3.8% |
| Q1 2022 | $289,000 | -17.0% | 4,054 | -14.7% | 0.13% | -20.2% |
| Q4 2021 | $348,000 | +3.3% | 4,753 | -4.8% | 0.16% | -10.4% |
| Q3 2021 | $337,000 | -1.2% | 4,994 | +0.0% | 0.18% | +2.2% |
| Q2 2021 | $341,000 | +0.6% | 4,992 | -3.9% | 0.18% | -10.1% |
| Q1 2021 | $339,000 | +6.9% | 5,196 | -2.3% | 0.20% | -2.9% |
| Q4 2020 | $317,000 | -65.4% | 5,318 | -69.7% | 0.20% | -70.0% |
| Q3 2020 | $915,000 | -19.5% | 17,541 | -22.6% | 0.68% | -32.8% |
| Q2 2020 | $1,136,000 | -41.8% | 22,671 | -30.2% | 1.01% | -48.3% |
| Q4 2019 | $1,951,000 | – | 32,461 | – | 1.96% | – |
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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% |