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 | $463,920 | +10.7% | 7,197 | +15.2% | 0.00% | 0.0% |
| Q2 2023 | $418,978 | +1.9% | 6,245 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $411,054 | -2.3% | 6,268 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $420,742 | +1.9% | 6,373 | -9.7% | 0.00% | 0.0% |
| Q3 2022 | $413,000 | -6.3% | 7,055 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $441,000 | -14.5% | 7,068 | -2.1% | 0.00% | 0.0% |
| Q1 2022 | $516,000 | -3.2% | 7,221 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $533,000 | +2.5% | 7,275 | -5.7% | 0.00% | 0.0% |
| Q3 2021 | $520,000 | +12.1% | 7,712 | +13.6% | 0.00% | 0.0% |
| Q2 2021 | $464,000 | +16.6% | 6,787 | +11.2% | 0.00% | 0.0% |
| Q1 2021 | $398,000 | +1.5% | 6,104 | -7.3% | 0.00% | 0.0% |
| Q4 2020 | $392,000 | +45.2% | 6,585 | +27.2% | 0.00% | 0.0% |
| Q3 2020 | $270,000 | -1.1% | 5,177 | -4.7% | 0.00% | 0.0% |
| Q2 2020 | $273,000 | +18.7% | 5,435 | +31.9% | 0.00% | 0.0% |
| Q3 2018 | $230,000 | +7.5% | 4,119 | +2.1% | 0.00% | 0.0% |
| Q2 2018 | $214,000 | -10.1% | 4,034 | -10.2% | 0.00% | 0.0% |
| Q1 2018 | $238,000 | -56.8% | 4,494 | -57.8% | 0.00% | -50.0% |
| Q3 2017 | $551,000 | +3.2% | 10,643 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $534,000 | +32.2% | 10,643 | +31.0% | 0.00% | 0.0% |
| Q1 2017 | $404,000 | +64.9% | 8,127 | +59.8% | 0.00% | +100.0% |
| Q4 2016 | $245,000 | – | 5,085 | – | 0.00% | – |
Download | ||||||
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% |