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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $417,703 | -34.2% | 6,226 | -35.7% | 0.09% | -38.6% |
| Q1 2023 | $634,815 | +78.6% | 9,680 | +79.8% | 0.15% | +75.9% |
| Q4 2022 | $355,452 | +15.4% | 5,384 | +2.2% | 0.09% | +8.8% |
| Q3 2022 | $308,000 | -37.8% | 5,269 | -33.6% | 0.08% | -12.1% |
| Q2 2022 | $495,000 | +106.2% | 7,932 | +135.5% | 0.09% | +122.0% |
| Q1 2022 | $240,000 | -35.7% | 3,368 | -39.1% | 0.04% | -38.8% |
| Q3 2021 | $373,000 | +16.9% | 5,532 | +18.4% | 0.07% | +11.7% |
| Q2 2021 | $319,000 | +2353.8% | 4,673 | +2202.0% | 0.06% | +1900.0% |
| Q1 2021 | $13,000 | -93.3% | 203 | -93.8% | 0.00% | -93.2% |
| Q4 2020 | $195,000 | – | 3,281 | – | 0.04% | – |
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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% |