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 | $47,314 | -3.9% | 734 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $49,244 | +2.3% | 734 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $48,136 | -0.3% | 734 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $48,261 | +17.7% | 731 | +3.2% | 0.00% | 0.0% |
| Q3 2022 | $41,000 | -6.8% | 708 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -10.2% | 708 | +2.8% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -2.0% | 689 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | +8.7% | 681 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | -16.4% | 681 | -15.2% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | +5.8% | 803 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $52,000 | +36.8% | 803 | +25.7% | 0.00% | 0.0% |
| Q4 2020 | $38,000 | +15.2% | 639 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $33,000 | +3.1% | 639 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 639 | +1.9% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -26.3% | 627 | +0.5% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +11.8% | 624 | +3.5% | 0.00% | 0.0% |
| Q3 2019 | $34,000 | – | 603 | – | 0.00% | – |
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% |