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 | $921 | -4.5% | 14,288 | -0.6% | 0.14% | -2.1% |
| Q2 2023 | $964 | -99.9% | 14,369 | -0.0% | 0.15% | -5.2% |
| Q1 2023 | $942,385 | -1.2% | 14,370 | -0.5% | 0.15% | -8.9% |
| Q4 2022 | $953,527 | +12.4% | 14,443 | -0.3% | 0.17% | -4.0% |
| Q3 2022 | $848,000 | -6.0% | 14,493 | +0.2% | 0.18% | -3.8% |
| Q2 2022 | $902,000 | -12.6% | 14,458 | 0.0% | 0.18% | -1.6% |
| Q1 2022 | $1,032,000 | -3.5% | 14,458 | -1.0% | 0.19% | -3.6% |
| Q4 2021 | $1,069,000 | +34.5% | 14,598 | +23.9% | 0.19% | +22.2% |
| Q3 2021 | $795,000 | -1.9% | 11,783 | -0.5% | 0.16% | -1.2% |
| Q2 2021 | $810,000 | +2.7% | 11,843 | -2.0% | 0.16% | -4.2% |
| Q1 2021 | $789,000 | +15.4% | 12,084 | +5.2% | 0.17% | +5.0% |
| Q4 2020 | $684,000 | +31.3% | 11,492 | +15.1% | 0.16% | +11.2% |
| Q3 2020 | $521,000 | +5.9% | 9,982 | +1.6% | 0.14% | +2.9% |
| Q2 2020 | $492,000 | +61.3% | 9,827 | +42.7% | 0.14% | +37.6% |
| Q1 2020 | $305,000 | -8.1% | 6,887 | +24.7% | 0.10% | +20.2% |
| Q4 2019 | $332,000 | +14.1% | 5,522 | +7.7% | 0.08% | +6.3% |
| Q3 2019 | $291,000 | +2.1% | 5,127 | +1.0% | 0.08% | +2.6% |
| Q2 2019 | $285,000 | +2.5% | 5,077 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $278,000 | +12.6% | 5,077 | +1.4% | 0.08% | -2.5% |
| Q4 2018 | $247,000 | – | 5,007 | – | 0.08% | – |
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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% |