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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,902,507 | -3.7% | 29,515 | +0.2% | 0.55% | -2.5% |
| Q2 2023 | $1,975,408 | +2.5% | 29,444 | +0.2% | 0.56% | -3.8% |
| Q1 2023 | $1,926,532 | -0.4% | 29,377 | +0.2% | 0.58% | -6.7% |
| Q4 2022 | $1,935,103 | +13.1% | 29,311 | +0.3% | 0.63% | -0.2% |
| Q3 2022 | $1,711,000 | -5.5% | 29,236 | +0.8% | 0.63% | -4.4% |
| Q2 2022 | $1,811,000 | -12.3% | 29,008 | +0.2% | 0.66% | -2.2% |
| Q1 2022 | $2,066,000 | -2.4% | 28,945 | +0.2% | 0.67% | +2.1% |
| Q4 2021 | $2,116,000 | -3.5% | 28,898 | -11.1% | 0.66% | -9.6% |
| Q3 2021 | $2,193,000 | -1.1% | 32,493 | +0.2% | 0.73% | -2.2% |
| Q2 2021 | $2,218,000 | +1.7% | 32,440 | -2.8% | 0.74% | -6.8% |
| Q1 2021 | $2,180,000 | +9.8% | 33,388 | +0.1% | 0.80% | +3.4% |
| Q4 2020 | $1,985,000 | – | 33,339 | – | 0.77% | – |
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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% |