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 2023 | $5,616,309 | -1.7% | 87,129 | +2.3% | 4.88% | +8.0% |
| Q2 2023 | $5,713,808 | +1.1% | 85,166 | -1.1% | 4.52% | -9.3% |
| Q1 2023 | $5,649,680 | -2.9% | 86,149 | -2.3% | 4.98% | +44.4% |
| Q4 2022 | $5,819,003 | +9.5% | 88,140 | -2.9% | 3.45% | +29.7% |
| Q3 2022 | $5,313,000 | -20.5% | 90,804 | -15.2% | 2.66% | -8.8% |
| Q2 2022 | $6,680,000 | -9.7% | 107,022 | +3.2% | 2.92% | +4.2% |
| Q1 2022 | $7,400,000 | -14.3% | 103,657 | -12.1% | 2.80% | -10.0% |
| Q4 2021 | $8,636,000 | -7.0% | 117,950 | -14.3% | 3.11% | -8.7% |
| Q3 2021 | $9,283,000 | -8.4% | 137,572 | -7.2% | 3.41% | -5.6% |
| Q2 2021 | $10,131,000 | +4.3% | 148,179 | -0.4% | 3.61% | -3.7% |
| Q1 2021 | $9,710,000 | -2.5% | 148,751 | -11.1% | 3.75% | +2.0% |
| Q4 2020 | $9,958,000 | +15.9% | 167,280 | +1.6% | 3.68% | +2.8% |
| Q3 2020 | $8,595,000 | +31.0% | 164,691 | +25.8% | 3.58% | +21.9% |
| Q2 2020 | $6,563,000 | – | 130,965 | – | 2.94% | – |
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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% |