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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $308,000 | +71.1% | 4,512 | +49.1% | 0.00% | – |
| Q4 2020 | $180,000 | -74.4% | 3,027 | -77.5% | 0.00% | – |
| Q3 2020 | $702,000 | -27.8% | 13,442 | -30.7% | 0.00% | -100.0% |
| Q2 2020 | $972,000 | +760.2% | 19,388 | +660.6% | 0.00% | – |
| Q1 2020 | $113,000 | +2725.0% | 2,549 | +3298.7% | 0.00% | – |
| Q3 2019 | $4,000 | -33.3% | 75 | -35.9% | 0.00% | – |
| Q2 2019 | $6,000 | -40.0% | 117 | -40.9% | 0.00% | – |
| Q1 2019 | $10,000 | -89.1% | 198 | -89.5% | 0.00% | – |
| Q4 2018 | $92,000 | +2966.7% | 1,883 | +2669.1% | 0.00% | – |
| Q1 2018 | $3,000 | – | 68 | – | 0.00% | – |
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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% |