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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,156,372 | +3.2% | 30,761 | -5.1% | 0.07% | -12.9% |
| Q3 2023 | $2,088,512 | -4.7% | 32,400 | -0.8% | 0.08% | -8.6% |
| Q2 2023 | $2,190,554 | -7.5% | 32,651 | -9.6% | 0.09% | -15.5% |
| Q1 2023 | $2,368,468 | -1.1% | 36,116 | -0.4% | 0.11% | -11.3% |
| Q4 2022 | $2,394,547 | +9.5% | 36,270 | -3.0% | 0.12% | -2.4% |
| Q3 2022 | $2,187,000 | -5.4% | 37,385 | +1.0% | 0.13% | -11.2% |
| Q2 2022 | $2,311,000 | -17.8% | 37,022 | -6.0% | 0.14% | +10.9% |
| Q1 2022 | $2,811,000 | -6.0% | 39,382 | -3.6% | 0.13% | -12.8% |
| Q4 2021 | $2,992,000 | +11.8% | 40,867 | +3.0% | 0.15% | -28.2% |
| Q3 2021 | $2,676,000 | -2.7% | 39,659 | -1.4% | 0.21% | -8.0% |
| Q2 2021 | $2,751,000 | +2.4% | 40,240 | -2.2% | 0.22% | -16.1% |
| Q1 2021 | $2,687,000 | +1.4% | 41,163 | -7.6% | 0.27% | -15.8% |
| Q4 2020 | $2,651,000 | +13.9% | 44,538 | -0.1% | 0.32% | -6.8% |
| Q3 2020 | $2,327,000 | +3.9% | 44,581 | -0.3% | 0.34% | -2.9% |
| Q2 2020 | $2,240,000 | +32.2% | 44,701 | +16.8% | 0.35% | +22.8% |
| Q1 2020 | $1,694,000 | +91.0% | 38,261 | +159.2% | 0.28% | +87.5% |
| Q4 2019 | $887,000 | -1.7% | 14,761 | -7.2% | 0.15% | -6.7% |
| Q3 2019 | $902,000 | +11.2% | 15,898 | +10.0% | 0.16% | +12.4% |
| Q2 2019 | $811,000 | +5.3% | 14,447 | +2.7% | 0.14% | 0.0% |
| Q1 2019 | $770,000 | +38.7% | 14,069 | +25.0% | 0.14% | +28.3% |
| Q4 2018 | $555,000 | -26.5% | 11,259 | -16.4% | 0.11% | -31.5% |
| Q3 2018 | $755,000 | -6.3% | 13,462 | -13.4% | 0.16% | -20.3% |
| Q3 2017 | $806,000 | +15.3% | 15,552 | +11.8% | 0.21% | +9.5% |
| Q2 2017 | $699,000 | +8.4% | 13,915 | +7.2% | 0.19% | +1.1% |
| Q1 2017 | $645,000 | +18.6% | 12,984 | +14.9% | 0.19% | +14.7% |
| Q4 2016 | $544,000 | +17.2% | 11,303 | +11.0% | 0.16% | +9.4% |
| Q3 2016 | $464,000 | +69.3% | 10,187 | +66.7% | 0.15% | +58.5% |
| Q2 2016 | $274,000 | -0.7% | 6,110 | -3.8% | 0.09% | -5.1% |
| Q1 2016 | $276,000 | – | 6,353 | – | 0.10% | – |
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% |