SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,269,000 | -48.3% | 24,310 | -50.4% | 0.43% | -52.1% |
| Q2 2020 | $2,455,000 | +518.4% | 48,989 | +446.4% | 0.90% | +387.5% |
| Q1 2020 | $397,000 | +5.6% | 8,965 | +43.4% | 0.18% | +22.7% |
| Q4 2019 | $376,000 | -22.3% | 6,250 | -26.8% | 0.15% | -34.5% |
| Q3 2019 | $484,000 | +1.0% | 8,535 | +0.1% | 0.23% | +3.2% |
| Q2 2019 | $479,000 | +1.3% | 8,526 | -1.3% | 0.22% | +0.9% |
| Q1 2019 | $473,000 | +11.3% | 8,636 | +0.1% | 0.22% | +4.8% |
| Q4 2018 | $425,000 | -13.8% | 8,626 | -2.0% | 0.21% | -18.9% |
| Q3 2018 | $493,000 | +17.9% | 8,798 | +11.9% | 0.26% | +21.0% |
| Q2 2018 | $418,000 | -31.1% | 7,864 | -31.5% | 0.21% | -33.5% |
| Q1 2018 | $607,000 | -7.0% | 11,488 | -3.9% | 0.32% | -0.9% |
| Q4 2017 | $653,000 | -3.8% | 11,953 | -8.8% | 0.32% | -7.9% |
| Q3 2017 | $679,000 | +15.5% | 13,107 | +11.8% | 0.35% | +18.1% |
| Q2 2017 | $588,000 | – | 11,719 | – | 0.30% | – |
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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% |