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 2023 | $601,013 | -5.5% | 9,404 | -0.8% | 0.11% | -5.3% |
| Q2 2023 | $636,145 | -0.1% | 9,482 | -2.3% | 0.11% | -8.9% |
| Q1 2023 | $636,502 | -2.8% | 9,706 | -2.1% | 0.12% | -10.8% |
| Q4 2022 | $654,550 | +9.3% | 9,913 | -2.9% | 0.14% | -2.8% |
| Q3 2022 | $599,000 | +1.5% | 10,204 | +7.0% | 0.14% | +2.1% |
| Q2 2022 | $590,000 | -13.6% | 9,537 | -0.5% | 0.14% | +2.2% |
| Q1 2022 | $683,000 | -1.2% | 9,583 | +1.7% | 0.14% | -0.7% |
| Q4 2021 | $691,000 | +18.1% | 9,421 | +9.1% | 0.14% | -23.8% |
| Q3 2021 | $585,000 | -1.0% | 8,636 | +0.1% | 0.18% | +4.0% |
| Q2 2021 | $591,000 | +0.5% | 8,626 | -12.5% | 0.17% | -24.7% |
| Q4 2020 | $588,000 | +15.3% | 9,857 | +0.7% | 0.23% | -13.5% |
| Q3 2020 | $510,000 | -16.5% | 9,791 | -19.6% | 0.27% | -37.3% |
| Q2 2020 | $611,000 | +6.4% | 12,180 | -5.7% | 0.43% | -25.0% |
| Q1 2020 | $574,000 | -25.6% | 12,912 | +0.8% | 0.57% | -12.3% |
| Q4 2019 | $772,000 | – | 12,806 | – | 0.65% | – |
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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% |