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 | $6,833 | -5.7% | 106 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $7,246 | -69.3% | 108 | -70.0% | 0.00% | -50.0% |
| Q1 2023 | $23,609 | -2.6% | 360 | -1.9% | 0.00% | 0.0% |
| Q4 2022 | $24,229 | -36.2% | 367 | -43.3% | 0.00% | -33.3% |
| Q3 2022 | $38,000 | -5.0% | 647 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $40,000 | -86.6% | 647 | -84.1% | 0.00% | -81.0% |
| Q4 2021 | $299,000 | +8.7% | 4,081 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $275,000 | -1.4% | 4,081 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $279,000 | +4.1% | 4,081 | -0.7% | 0.02% | -4.2% |
| Q1 2021 | $268,000 | +7.2% | 4,109 | -2.1% | 0.02% | 0.0% |
| Q4 2020 | $250,000 | -1.6% | 4,196 | -13.7% | 0.02% | -7.7% |
| Q3 2020 | $254,000 | -14.5% | 4,861 | -17.9% | 0.03% | -16.1% |
| Q2 2020 | $297,000 | -45.3% | 5,924 | -51.7% | 0.03% | -53.0% |
| Q1 2020 | $543,000 | -27.0% | 12,256 | -1.0% | 0.07% | +4.8% |
| Q4 2019 | $744,000 | -3.6% | 12,378 | -9.1% | 0.06% | -41.7% |
| Q3 2019 | $772,000 | +10.9% | 13,612 | +9.7% | 0.11% | +5.9% |
| Q2 2019 | $696,000 | +14.3% | 12,404 | +11.5% | 0.10% | +25.9% |
| Q1 2019 | $609,000 | -4.5% | 11,120 | -14.1% | 0.08% | -6.9% |
| Q4 2018 | $638,000 | – | 12,952 | – | 0.09% | – |
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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% |