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 | $88,955 | -1.7% | 1,380 | 0.0% | 0.04% | -10.4% |
| Q2 2023 | $90,500 | +99350.5% | 1,380 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $91 | 0.0% | 1,380 | 0.0% | 0.05% | -4.0% |
| Q4 2022 | $91 | -99.9% | 1,380 | 0.0% | 0.05% | -52.4% |
| Q3 2022 | $81,000 | -5.8% | 1,380 | 0.0% | 0.10% | -0.9% |
| Q2 2022 | $86,000 | -13.1% | 1,380 | 0.0% | 0.11% | -3.6% |
| Q1 2022 | $99,000 | -2.0% | 1,380 | 0.0% | 0.11% | -4.3% |
| Q4 2021 | $101,000 | +8.6% | 1,380 | 0.0% | 0.12% | +1.8% |
| Q3 2021 | $93,000 | -1.1% | 1,380 | 0.0% | 0.11% | -3.4% |
| Q2 2021 | $94,000 | +4.4% | 1,380 | 0.0% | 0.12% | -8.6% |
| Q1 2021 | $90,000 | +9.8% | 1,380 | 0.0% | 0.13% | -5.9% |
| Q4 2020 | $82,000 | +13.9% | 1,380 | 0.0% | 0.14% | -1.4% |
| Q3 2020 | $72,000 | -30.1% | 1,380 | -32.8% | 0.14% | -46.1% |
| Q2 2020 | $103,000 | +13.2% | 2,054 | +0.2% | 0.26% | +1.2% |
| Q1 2020 | $91,000 | -26.0% | 2,050 | +0.3% | 0.25% | -35.9% |
| Q4 2019 | $123,000 | +7.0% | 2,043 | +0.5% | 0.40% | +1.8% |
| Q3 2019 | $115,000 | +0.9% | 2,032 | +0.2% | 0.39% | -0.3% |
| Q2 2019 | $114,000 | +2.7% | 2,027 | 0.0% | 0.39% | -1.3% |
| Q1 2019 | $111,000 | +11.0% | 2,027 | +0.2% | 0.39% | +2.9% |
| Q4 2018 | $100,000 | -11.5% | 2,023 | +0.5% | 0.38% | -1.0% |
| Q3 2018 | $113,000 | +5.6% | 2,013 | +0.2% | 0.39% | -3.5% |
| Q2 2018 | $107,000 | +0.9% | 2,009 | 0.0% | 0.40% | -4.5% |
| Q1 2018 | $106,000 | -3.6% | 2,009 | +0.2% | 0.42% | -3.4% |
| Q4 2017 | $110,000 | +5.8% | 2,005 | -0.3% | 0.44% | -1.4% |
| Q3 2017 | $104,000 | +50.7% | 2,012 | +45.8% | 0.44% | +34.0% |
| Q2 2017 | $69,000 | 0.0% | 1,380 | 0.0% | 0.33% | +2.2% |
| Q1 2017 | $69,000 | +4.5% | 1,380 | 0.0% | 0.32% | -1.8% |
| Q4 2016 | $66,000 | +4.8% | 1,380 | 0.0% | 0.33% | -0.3% |
| Q3 2016 | $63,000 | +1.6% | 1,380 | 0.0% | 0.33% | -0.3% |
| Q2 2016 | $62,000 | +3.3% | 1,380 | 0.0% | 0.33% | -0.3% |
| Q1 2016 | $60,000 | +1.7% | 1,380 | 0.0% | 0.33% | -4.6% |
| Q4 2015 | $59,000 | +7.3% | 1,380 | 0.0% | 0.35% | +7.4% |
| Q3 2015 | $55,000 | – | 1,380 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |