SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 507 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,730,118 | -3.4% | 26,840 | +0.5% | 0.06% | +1.7% |
| Q2 2023 | $1,791,023 | -14.8% | 26,696 | -16.7% | 0.06% | -19.2% |
| Q1 2023 | $2,101,902 | -6.4% | 32,051 | -5.8% | 0.07% | -14.1% |
| Q4 2022 | $2,245,792 | +8.0% | 34,017 | -4.3% | 0.08% | -4.5% |
| Q3 2022 | $2,080,000 | -5.9% | 35,548 | +0.4% | 0.09% | -4.3% |
| Q2 2022 | $2,210,000 | -7.6% | 35,401 | +0.8% | 0.09% | -3.1% |
| Q1 2022 | $2,391,000 | -8.2% | 35,132 | -1.2% | 0.10% | +5.5% |
| Q4 2021 | $2,604,000 | +1.0% | 35,570 | -6.9% | 0.09% | -9.9% |
| Q3 2021 | $2,579,000 | -0.5% | 38,219 | +0.8% | 0.10% | -1.0% |
| Q2 2021 | $2,592,000 | +5.3% | 37,913 | +0.5% | 0.10% | -4.7% |
| Q1 2021 | $2,462,000 | -1.4% | 37,711 | -10.1% | 0.11% | -9.3% |
| Q4 2020 | $2,496,000 | -4.5% | 41,929 | -16.3% | 0.12% | -16.9% |
| Q3 2020 | $2,614,000 | +1.9% | 50,086 | -2.2% | 0.14% | -9.0% |
| Q2 2020 | $2,566,000 | +13.9% | 51,208 | +0.6% | 0.16% | -6.6% |
| Q1 2020 | $2,253,000 | +671.6% | 50,890 | +949.5% | 0.17% | +882.4% |
| Q4 2019 | $292,000 | +3.5% | 4,849 | -2.4% | 0.02% | -5.6% |
| Q3 2019 | $282,000 | +7.2% | 4,967 | +6.2% | 0.02% | +5.9% |
| Q2 2019 | $263,000 | +9.6% | 4,678 | +6.8% | 0.02% | +6.2% |
| Q1 2019 | $240,000 | +4.8% | 4,380 | -5.8% | 0.02% | 0.0% |
| Q4 2018 | $229,000 | +47.7% | 4,652 | +68.1% | 0.02% | +77.8% |
| Q3 2018 | $155,000 | – | 2,767 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |