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 | $2,864,325 | -6.0% | 44,436 | -2.2% | 1.22% | -3.6% |
| Q2 2023 | $3,047,820 | -2.4% | 45,429 | -4.6% | 1.26% | -10.0% |
| Q1 2023 | $3,122,976 | +6.8% | 47,621 | +7.5% | 1.40% | -4.6% |
| Q4 2022 | $2,923,570 | +27.4% | 44,283 | +12.9% | 1.47% | +15.6% |
| Q3 2022 | $2,295,000 | +7.9% | 39,222 | +15.2% | 1.27% | -1.7% |
| Q2 2022 | $2,126,000 | -28.0% | 34,059 | -17.6% | 1.29% | -24.3% |
| Q1 2022 | $2,952,000 | -3.5% | 41,340 | -1.0% | 1.71% | -7.6% |
| Q4 2021 | $3,058,000 | +21.1% | 41,768 | +11.6% | 1.85% | +6.7% |
| Q3 2021 | $2,525,000 | -9.4% | 37,422 | -8.3% | 1.73% | -9.8% |
| Q2 2021 | $2,788,000 | -0.0% | 40,790 | -4.5% | 1.92% | -21.6% |
| Q1 2021 | $2,789,000 | +7.5% | 42,732 | -2.0% | 2.45% | +2.2% |
| Q4 2020 | $2,595,000 | – | 43,593 | – | 2.39% | – |
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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% |