SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,155 | -9.2% | 33,428 | -5.5% | 0.01% | 0.0% |
| Q2 2023 | $2,373 | +6.3% | 35,377 | +3.9% | 0.01% | -11.1% |
| Q1 2023 | $2,233 | -0.9% | 34,052 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $2,254 | -99.9% | 34,136 | +1.7% | 0.01% | +12.5% |
| Q3 2022 | $1,964,000 | -6.4% | 33,572 | +0.8% | 0.01% | -11.1% |
| Q2 2022 | $2,098,000 | -1.3% | 33,297 | +11.9% | 0.01% | 0.0% |
| Q1 2022 | $2,125,000 | -5.9% | 29,760 | -3.5% | 0.01% | 0.0% |
| Q4 2021 | $2,259,000 | +10.3% | 30,847 | +1.6% | 0.01% | 0.0% |
| Q3 2021 | $2,048,000 | -1.2% | 30,347 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $2,073,000 | +21.2% | 30,326 | +15.8% | 0.01% | +12.5% |
| Q1 2021 | $1,710,000 | +27.4% | 26,198 | +16.2% | 0.01% | +33.3% |
| Q4 2020 | $1,342,000 | +22.2% | 22,540 | +7.1% | 0.01% | 0.0% |
| Q3 2020 | $1,098,000 | +6.7% | 21,036 | +2.5% | 0.01% | -14.3% |
| Q2 2020 | $1,029,000 | +22.6% | 20,532 | +8.4% | 0.01% | 0.0% |
| Q1 2020 | $839,000 | – | 18,942 | – | 0.01% | – |
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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% |