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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $760,948 | +12.0% | 10,714 | -4.2% | 0.10% | +45.7% |
| Q4 2022 | $679,325 | +6.1% | 11,179 | -0.1% | 0.07% | -49.3% |
| Q3 2022 | $640,000 | -8.7% | 11,192 | -3.9% | 0.14% | +119.0% |
| Q2 2022 | $701,000 | -17.4% | 11,641 | +0.2% | 0.06% | -58.8% |
| Q1 2022 | $849,000 | +117.7% | 11,613 | +118.1% | 0.15% | +125.0% |
| Q4 2021 | $390,000 | -49.8% | 5,325 | -33.5% | 0.07% | -50.7% |
| Q3 2021 | $777,000 | -14.8% | 8,007 | -14.9% | 0.14% | -18.3% |
| Q2 2021 | $912,000 | -59.0% | 9,413 | -63.6% | 0.17% | -17.6% |
| Q1 2021 | $2,222,000 | +101.3% | 25,840 | +96.8% | 0.20% | +2.0% |
| Q4 2020 | $1,104,000 | +15.1% | 13,133 | +2.3% | 0.20% | -15.5% |
| Q3 2020 | $959,000 | +64.5% | 12,833 | +26.0% | 0.24% | +33.7% |
| Q1 2020 | $583,000 | – | 10,186 | – | 0.18% | – |
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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% |