SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,359,000 | -4.5% | 49,785 | -3.2% | 2.30% | -12.1% |
| Q2 2021 | $3,518,000 | +3.3% | 51,449 | -1.3% | 2.62% | -10.9% |
| Q1 2021 | $3,404,000 | +1224.5% | 52,145 | +891.7% | 2.94% | +997.8% |
| Q1 2020 | $257,000 | -32.7% | 5,258 | -17.3% | 0.27% | -19.0% |
| Q4 2019 | $382,000 | – | 6,358 | – | 0.33% | – |
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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% |