SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,937 | -11.7% | 462,880 | -8.9% | 0.07% | -7.8% |
Q2 2023 | $33,885 | -0.9% | 508,270 | -3.4% | 0.08% | -7.2% |
Q1 2023 | $34,209 | -24.3% | 526,124 | -23.1% | 0.08% | -29.1% |
Q4 2022 | $45,219 | -99.8% | 683,816 | +39.4% | 0.12% | +48.1% |
Q3 2022 | $28,894,000 | +1.9% | 490,427 | +8.0% | 0.08% | +5.3% |
Q2 2022 | $28,345,000 | -3.6% | 454,104 | +10.3% | 0.08% | +31.6% |
Q1 2022 | $29,393,000 | -2.6% | 411,709 | -6.7% | 0.06% | -1.7% |
Q4 2021 | $30,176,000 | -2.1% | 441,357 | -3.4% | 0.06% | -7.9% |
Q3 2021 | $30,826,000 | +2.2% | 456,824 | +3.5% | 0.06% | +3.3% |
Q2 2021 | $30,176,000 | +7.4% | 441,357 | +2.6% | 0.06% | -1.6% |
Q1 2021 | $28,096,000 | +15.0% | 430,382 | +4.9% | 0.06% | +8.8% |
Q4 2020 | $24,428,000 | +57.3% | 410,350 | +37.9% | 0.06% | +35.7% |
Q3 2020 | $15,532,000 | -6.2% | 297,603 | -20.5% | 0.04% | -16.0% |
Q2 2020 | $16,564,000 | 0.0% | 374,163 | 0.0% | 0.05% | -16.7% |
Q1 2020 | $16,564,000 | -40.8% | 374,163 | -19.6% | 0.06% | -25.0% |
Q4 2019 | $27,990,000 | +32.4% | 465,561 | +24.9% | 0.08% | +21.2% |
Q3 2019 | $21,138,000 | +62.3% | 372,613 | +60.6% | 0.07% | +65.0% |
Q2 2019 | $13,027,000 | +34.0% | 232,038 | +30.7% | 0.04% | +29.0% |
Q1 2019 | $9,721,000 | – | 177,591 | – | 0.03% | – |
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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% |