SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $262,000 | -96.1% | 3,669 | -96.0% | 0.00% | -100.0% |
| Q4 2021 | $6,655,000 | +326.9% | 90,890 | +247.1% | 0.00% | +200.0% |
| Q4 2020 | $1,559,000 | -21.4% | 26,182 | -33.9% | 0.00% | -50.0% |
| Q2 2020 | $1,984,000 | -17.4% | 39,603 | -27.0% | 0.00% | 0.0% |
| Q1 2020 | $2,403,000 | -10.6% | 54,273 | +21.3% | 0.00% | 0.0% |
| Q4 2019 | $2,689,000 | -10.2% | 44,730 | -26.4% | 0.00% | -33.3% |
| Q4 2018 | $2,996,000 | – | 60,787 | – | 0.00% | – |
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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% |