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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,764 | -27.9% | 3,921 | -25.0% | 0.13% | -29.7% |
| Q2 2023 | $350,548 | +2.4% | 5,225 | +0.1% | 0.18% | -2.2% |
| Q1 2023 | $342,272 | -9.8% | 5,219 | -9.2% | 0.19% | -14.7% |
| Q4 2022 | $379,435 | -14.0% | 5,747 | -23.7% | 0.22% | -15.2% |
| Q3 2022 | $441,000 | -7.9% | 7,536 | -1.8% | 0.26% | -4.1% |
| Q2 2022 | $479,000 | -12.1% | 7,673 | +0.9% | 0.27% | +2.3% |
| Q1 2022 | $545,000 | +12.6% | 7,606 | +15.2% | 0.26% | +15.4% |
| Q4 2021 | $484,000 | +22.5% | 6,604 | +12.8% | 0.23% | +11.3% |
| Q3 2021 | $395,000 | +5.1% | 5,856 | +6.4% | 0.20% | +3.0% |
| Q2 2021 | $376,000 | +9.0% | 5,502 | +4.1% | 0.20% | -1.0% |
| Q1 2021 | $345,000 | +17.7% | 5,284 | +7.4% | 0.20% | +8.7% |
| Q4 2020 | $293,000 | – | 4,921 | – | 0.18% | – |
Download | ||||||
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% |