KAVAR CAPITAL PARTNERS GROUP, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

Quarter-by-quarter ownership
KAVAR CAPITAL PARTNERS GROUP, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$229,000
-35.7%
3,126
-40.8%
0.05%
-40.7%
Q3 2021$356,000
-17.0%
5,276
-15.9%
0.08%
-22.1%
Q2 2021$429,000
-5.7%
6,276
-10.0%
0.10%
-15.4%
Q1 2021$455,000
+6.3%
6,976
-3.0%
0.12%0.0%
Q4 2020$428,0007,1910.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 279,528$20,467,00020.53%
Avantax Planning Partners, Inc. 5,561,497$407,213,00016.75%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 542,003$39,685,00016.30%
Mokosak Advisory Group, LLC 537,662$39,358,00015.10%
Advisory Services & Investments, LLC 287,055$21,018,00013.44%
Northern Capital Management, Inc. 203,338$14,888,00011.87%
BALLAST ADVISORS LLC 384,685$28,167,00010.77%
GenWealth Group, Inc. 515,819$37,768,00010.22%
IVC Wealth Advisors LLC 201,036$14,720,0009.49%
MATHER GROUP, LLC. 6,430,919$470,871,0009.22%
View complete list of SCHWAB STRATEGIC TR shareholders