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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,691,385 | +0.2% | 41,040 | +0.9% | 1.68% | -4.7% |
| Q4 2022 | $2,685,185 | +20.0% | 40,672 | +6.3% | 1.76% | +8.5% |
| Q3 2022 | $2,238,000 | -3.6% | 38,252 | +2.8% | 1.62% | +1.4% |
| Q2 2022 | $2,322,000 | -7.9% | 37,203 | +5.4% | 1.60% | +2.2% |
| Q1 2022 | $2,520,000 | +5.2% | 35,293 | +7.9% | 1.56% | +5.2% |
| Q4 2021 | $2,395,000 | +12.8% | 32,713 | +3.9% | 1.48% | -5.4% |
| Q3 2021 | $2,124,000 | +2.5% | 31,471 | +3.9% | 1.57% | +62.5% |
| Q2 2021 | $2,072,000 | +14.9% | 30,300 | +9.7% | 0.96% | -2.6% |
| Q1 2021 | $1,804,000 | – | 27,629 | – | 0.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |