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 2020 | $694,000 | -32.8% | 13,300 | -35.4% | 0.22% | -36.9% |
| Q2 2020 | $1,032,000 | +13.3% | 20,589 | 0.0% | 0.36% | +19.5% |
| Q1 2020 | $911,000 | -33.2% | 20,589 | -9.3% | 0.30% | -17.0% |
| Q4 2019 | $1,364,000 | +6.0% | 22,689 | 0.0% | 0.36% | +0.3% |
| Q3 2019 | $1,287,000 | +0.4% | 22,689 | 0.0% | 0.36% | +5.3% |
| Q2 2019 | $1,282,000 | +3.2% | 22,689 | 0.0% | 0.34% | -0.9% |
| Q1 2019 | $1,242,000 | +2.9% | 22,689 | -7.4% | 0.34% | -7.8% |
| Q4 2018 | $1,207,000 | – | 24,489 | – | 0.37% | – |
Download | ||||||
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% |