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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $249 | -99.9% | 3,771 | +0.2% | 0.01% | +10.0% |
Q3 2022 | $220,000 | -6.0% | 3,764 | +0.2% | 0.01% | 0.0% |
Q2 2022 | $234,000 | -12.7% | 3,756 | +0.2% | 0.01% | 0.0% |
Q1 2022 | $268,000 | -2.2% | 3,750 | +0.1% | 0.01% | 0.0% |
Q4 2021 | $274,000 | +37.0% | 3,745 | +27.7% | 0.01% | +25.0% |
Q2 2021 | $200,000 | -9.9% | 2,932 | -21.2% | 0.01% | -27.3% |
Q4 2020 | $222,000 | -11.9% | 3,722 | -11.2% | 0.01% | -21.4% |
Q4 2019 | $252,000 | – | 4,190 | – | 0.01% | – |
Download |
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% |