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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $245,000 | +8.4% | 3,350 | 0.0% | 0.14% | +0.7% |
| Q3 2021 | $226,000 | -1.3% | 3,350 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $229,000 | +4.6% | 3,350 | 0.0% | 0.13% | -1.5% |
| Q1 2021 | $219,000 | -16.4% | 3,350 | -23.9% | 0.14% | -15.0% |
| Q4 2020 | $262,000 | -28.4% | 4,400 | -37.2% | 0.16% | -36.5% |
| Q3 2020 | $366,000 | +14.0% | 7,010 | +9.4% | 0.25% | +11.5% |
| Q2 2020 | $321,000 | +13.0% | 6,410 | 0.0% | 0.23% | -3.0% |
| Q1 2020 | $284,000 | -26.2% | 6,410 | 0.0% | 0.23% | -3.7% |
| Q4 2019 | $385,000 | +5.8% | 6,410 | 0.0% | 0.24% | -2.4% |
| Q3 2019 | $364,000 | +1.1% | 6,410 | 0.0% | 0.25% | +0.8% |
| Q2 2019 | $360,000 | +2.6% | 6,410 | 0.0% | 0.25% | 0.0% |
| Q1 2019 | $351,000 | +64.8% | 6,410 | +68.7% | 0.25% | +73.2% |
| Q3 2018 | $213,000 | +5.4% | 3,800 | 0.0% | 0.14% | -8.4% |
| Q2 2018 | $202,000 | +0.5% | 3,800 | 0.0% | 0.16% | 0.0% |
| Q1 2018 | $201,000 | -3.4% | 3,800 | 0.0% | 0.16% | 0.0% |
| Q4 2017 | $208,000 | – | 3,800 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |