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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $483,195 | +6.0% | 7,319 | -6.0% | 0.22% | -3.1% |
| Q3 2022 | $456,000 | -11.8% | 7,785 | -5.9% | 0.22% | -9.6% |
| Q2 2022 | $517,000 | -15.9% | 8,276 | -3.9% | 0.25% | -37.8% |
| Q1 2022 | $615,000 | -4.2% | 8,613 | -1.8% | 0.40% | +9.9% |
| Q4 2021 | $642,000 | +10.1% | 8,767 | +1.5% | 0.36% | 0.0% |
| Q3 2021 | $583,000 | -1.9% | 8,641 | -0.5% | 0.36% | -2.4% |
| Q2 2021 | $594,000 | -0.7% | 8,684 | -5.2% | 0.37% | -6.8% |
| Q1 2021 | $598,000 | +10.1% | 9,158 | +0.4% | 0.40% | -11.3% |
| Q4 2020 | $543,000 | – | 9,122 | – | 0.45% | – |
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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% |