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 | $59,497 | -7.6% | 923 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $64,406 | -17.7% | 960 | -19.5% | 0.00% | 0.0% |
| Q1 2023 | $78,237 | +128157.4% | 1,193 | +29.3% | 0.00% | 0.0% |
| Q4 2022 | $61 | -99.9% | 923 | -41.9% | 0.00% | -33.3% |
| Q3 2022 | $93,000 | +55.0% | 1,589 | +66.4% | 0.00% | +50.0% |
| Q2 2022 | $60,000 | -4.8% | 955 | +7.4% | 0.00% | 0.0% |
| Q1 2022 | $63,000 | -3.1% | 889 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $65,000 | +8.3% | 883 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $60,000 | +252.9% | 883 | +258.9% | 0.00% | – |
| Q2 2021 | $17,000 | +6.2% | 246 | -1.2% | 0.00% | – |
| Q1 2021 | $16,000 | +6.7% | 249 | +1.2% | 0.00% | – |
| Q4 2020 | $15,000 | +15.4% | 246 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $13,000 | +8.3% | 246 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +9.1% | 246 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -26.7% | 246 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | – | 246 | – | 0.00% | – |
Download | ||||||
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% |