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 | $858,026 | -0.4% | 13,311 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $861,192 | +132.6% | 12,836 | +127.4% | 0.01% | +75.0% |
| Q1 2023 | $370,208 | -3.8% | 5,645 | -3.2% | 0.00% | 0.0% |
| Q4 2022 | $384,862 | +43.6% | 5,829 | +27.4% | 0.00% | +33.3% |
| Q3 2022 | $268,000 | -3.2% | 4,576 | +2.9% | 0.00% | -25.0% |
| Q2 2022 | $277,000 | +108.3% | 4,446 | +138.0% | 0.00% | +100.0% |
| Q1 2022 | $133,000 | +209.3% | 1,868 | +219.3% | 0.00% | +100.0% |
| Q4 2021 | $43,000 | +10.3% | 585 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $39,000 | -7.1% | 584 | -5.7% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | -19.2% | 619 | -22.4% | 0.00% | 0.0% |
| Q1 2021 | $52,000 | +642.9% | 798 | +587.9% | 0.00% | – |
| Q4 2020 | $7,000 | +16.7% | 116 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | +20.0% | 116 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -28.6% | 116 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | -94.5% | 116 | -95.0% | 0.00% | -100.0% |
| Q1 2019 | $128,000 | +13.3% | 2,334 | +1.7% | 0.01% | 0.0% |
| Q4 2018 | $113,000 | +130.6% | 2,294 | +164.3% | 0.01% | +200.0% |
| Q3 2018 | $49,000 | +6.5% | 868 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $46,000 | -57.0% | 868 | -57.0% | 0.00% | -75.0% |
| Q1 2018 | $107,000 | -37.1% | 2,020 | -40.2% | 0.01% | -46.7% |
| Q2 2017 | $170,000 | +1.2% | 3,377 | 0.0% | 0.02% | -6.2% |
| Q1 2017 | $168,000 | +8300.0% | 3,377 | +7404.4% | 0.02% | – |
| Q3 2016 | $2,000 | – | 45 | – | 0.00% | – |
Download | ||||||
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% |