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 | $515,851 | +15.7% | 8,002 | +20.4% | 0.05% | +18.2% |
| Q2 2023 | $445,746 | -4.6% | 6,644 | -6.7% | 0.04% | -10.2% |
| Q1 2023 | $467,126 | -2.8% | 7,123 | -2.1% | 0.05% | -9.3% |
| Q4 2022 | $480,362 | +3.1% | 7,276 | -8.6% | 0.05% | -19.4% |
| Q3 2022 | $466,000 | -1.9% | 7,960 | +4.6% | 0.07% | +4.7% |
| Q2 2022 | $475,000 | +0.8% | 7,607 | +15.4% | 0.06% | +12.3% |
| Q1 2022 | $471,000 | +18.0% | 6,594 | +21.0% | 0.06% | +7.5% |
| Q4 2021 | $399,000 | -0.2% | 5,449 | -8.2% | 0.05% | -13.1% |
| Q3 2021 | $400,000 | -1.5% | 5,934 | 0.0% | 0.06% | -10.3% |
| Q2 2021 | $406,000 | +3.8% | 5,934 | -1.0% | 0.07% | -23.6% |
| Q1 2021 | $391,000 | +9.5% | 5,994 | -0.2% | 0.09% | -5.3% |
| Q4 2020 | $357,000 | +14.1% | 6,004 | 0.0% | 0.09% | -3.1% |
| Q3 2020 | $313,000 | -2.2% | 6,004 | -5.9% | 0.10% | -14.9% |
| Q2 2020 | $320,000 | +13.5% | 6,379 | 0.0% | 0.11% | -5.0% |
| Q1 2020 | $282,000 | -25.8% | 6,379 | +0.8% | 0.12% | -8.4% |
| Q4 2019 | $380,000 | +5.6% | 6,329 | +0.9% | 0.13% | +1.6% |
| Q3 2019 | $360,000 | +16.9% | 6,274 | +14.2% | 0.13% | -36.8% |
| Q2 2019 | $308,000 | +2.3% | 5,492 | 0.0% | 0.20% | -1.0% |
| Q1 2019 | $301,000 | +11.1% | 5,492 | -0.2% | 0.21% | -5.1% |
| Q4 2018 | $271,000 | +2.7% | 5,501 | +16.8% | 0.22% | +14.8% |
| Q3 2018 | $264,000 | +9.5% | 4,708 | +3.8% | 0.19% | -6.0% |
| Q2 2018 | $241,000 | – | 4,535 | – | 0.20% | – |
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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% |