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 | $349,760 | +17.9% | 5,426 | +22.8% | 0.05% | +25.6% |
| Q2 2023 | $296,538 | +9.8% | 4,420 | +7.3% | 0.04% | +2.6% |
| Q1 2023 | $270,000 | +99164.7% | 4,120 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $272 | -99.9% | 4,120 | -1.2% | 0.04% | +5.6% |
| Q3 2022 | $244,000 | -8.6% | 4,170 | -2.3% | 0.04% | -2.7% |
| Q2 2022 | $267,000 | -9.8% | 4,270 | +3.0% | 0.04% | +8.8% |
| Q1 2022 | $296,000 | -2.3% | 4,145 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $303,000 | +8.2% | 4,145 | 0.0% | 0.03% | +3.0% |
| Q3 2021 | $280,000 | -1.1% | 4,145 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $283,000 | -2.4% | 4,145 | -6.7% | 0.03% | -8.3% |
| Q1 2021 | $290,000 | +3.9% | 4,445 | -5.3% | 0.04% | -5.3% |
| Q4 2020 | $279,000 | +11.6% | 4,695 | -2.1% | 0.04% | 0.0% |
| Q3 2020 | $250,000 | +4.2% | 4,795 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $240,000 | +12.1% | 4,795 | -0.7% | 0.04% | -4.9% |
| Q1 2020 | $214,000 | -21.3% | 4,828 | +6.6% | 0.04% | +2.5% |
| Q4 2019 | $272,000 | +5.8% | 4,530 | 0.0% | 0.04% | -2.4% |
| Q3 2019 | $257,000 | +1.2% | 4,530 | 0.0% | 0.04% | +2.5% |
| Q2 2019 | $254,000 | +2.4% | 4,530 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $248,000 | +11.2% | 4,530 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $223,000 | -9.3% | 4,530 | +3.4% | 0.04% | +5.3% |
| Q3 2018 | $246,000 | +5.6% | 4,380 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $233,000 | +1.7% | 4,380 | +1.2% | 0.04% | 0.0% |
| Q1 2018 | $229,000 | +12.3% | 4,330 | +16.1% | 0.04% | +18.8% |
| Q4 2017 | $204,000 | – | 3,730 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |