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 | $255,226 | -3.9% | 3,959 | +0.0% | 0.02% | 0.0% |
| Q2 2023 | $265,597 | -27.2% | 3,958 | -28.9% | 0.02% | -25.0% |
| Q1 2023 | $365,072 | -0.7% | 5,566 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $367,521 | +8.7% | 5,566 | -3.7% | 0.02% | -8.7% |
| Q3 2022 | $338,000 | -5.1% | 5,777 | +1.2% | 0.02% | -11.5% |
| Q2 2022 | $356,000 | -12.5% | 5,706 | +0.1% | 0.03% | -13.3% |
| Q1 2022 | $407,000 | +73.9% | 5,702 | +78.1% | 0.03% | +87.5% |
| Q4 2021 | $234,000 | +8.3% | 3,202 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $216,000 | -1.8% | 3,202 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $220,000 | +5.3% | 3,202 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $209,000 | -3.7% | 3,202 | -12.0% | 0.02% | -4.8% |
| Q4 2020 | $217,000 | – | 3,640 | – | 0.02% | – |
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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% |