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 | $101,430 | -3.3% | 1,574 | +0.6% | 0.00% | 0.0% |
Q2 2023 | $104,897 | +2.9% | 1,564 | +0.6% | 0.00% | 0.0% |
Q1 2023 | $101,906 | -11.4% | 1,554 | -10.8% | 0.00% | 0.0% |
Q4 2022 | $115,028 | +105.4% | 1,742 | +80.5% | 0.00% | +100.0% |
Q3 2022 | $56,000 | -6.7% | 965 | +0.5% | 0.00% | 0.0% |
Q2 2022 | $60,000 | -26.8% | 960 | -16.9% | 0.00% | -50.0% |
Q1 2022 | $82,000 | -2.4% | 1,155 | +0.3% | 0.00% | 0.0% |
Q4 2021 | $84,000 | +9.1% | 1,152 | +0.4% | 0.00% | 0.0% |
Q3 2021 | $77,000 | -1.3% | 1,147 | +0.3% | 0.00% | 0.0% |
Q2 2021 | $78,000 | +5.4% | 1,144 | +0.4% | 0.00% | 0.0% |
Q1 2021 | $74,000 | +68.2% | 1,140 | +54.5% | 0.00% | +100.0% |
Q4 2020 | $44,000 | +15.8% | 738 | +0.5% | 0.00% | 0.0% |
Q3 2020 | $38,000 | +5.6% | 734 | +1.2% | 0.00% | 0.0% |
Q2 2020 | $36,000 | +12.5% | 725 | +0.8% | 0.00% | 0.0% |
Q1 2020 | $32,000 | -25.6% | 719 | +1.0% | 0.00% | 0.0% |
Q4 2019 | $43,000 | +7.5% | 712 | +1.0% | 0.00% | 0.0% |
Q3 2019 | $40,000 | +5.3% | 705 | +1.4% | 0.00% | 0.0% |
Q1 2019 | $38,000 | – | 695 | – | 0.00% | – |
Download |
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% |