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 | $185,731 | -3.9% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $193,309 | +2.3% | 2,881 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $188,958 | -0.7% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $190,226 | +12.6% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $169,000 | +9.0% | 2,881 | +16.2% | 0.01% | +14.3% |
| Q2 2022 | $155,000 | -12.4% | 2,480 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $177,000 | -2.7% | 2,480 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $182,000 | +9.0% | 2,480 | 0.0% | 0.01% | -33.3% |
| Q3 2021 | $167,000 | -1.8% | 2,480 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $170,000 | +26.9% | 2,480 | +20.7% | 0.01% | +12.5% |
| Q1 2021 | $134,000 | +39.6% | 2,055 | +28.0% | 0.01% | +33.3% |
| Q4 2020 | $96,000 | +14.3% | 1,605 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | +5.0% | 1,605 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $80,000 | +12.7% | 1,605 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $71,000 | -54.8% | 1,605 | -38.4% | 0.01% | -46.2% |
| Q4 2019 | $157,000 | +6.1% | 2,605 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $148,000 | +1.4% | 2,605 | 0.0% | 0.01% | +7.7% |
| Q2 2019 | $146,000 | -7.0% | 2,605 | -18.1% | 0.01% | -23.5% |
| Q1 2017 | $157,000 | +63.5% | 3,181 | +59.0% | 0.02% | +54.5% |
| Q4 2016 | $96,000 | -89.5% | 2,000 | 0.0% | 0.01% | -8.3% |
| Q3 2016 | $911,000 | – | 2,000 | – | 0.01% | – |
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% |