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 2022 | $18,123,162 | +12.4% | 274,510 | -0.4% | 1.49% | +3.1% |
| Q3 2022 | $16,119,000 | -28.2% | 275,492 | -23.4% | 1.44% | -25.7% |
| Q2 2022 | $22,437,000 | -14.4% | 359,466 | -2.1% | 1.94% | -4.8% |
| Q1 2022 | $26,216,000 | +141.4% | 367,241 | +147.6% | 2.04% | +148.8% |
| Q4 2021 | $10,859,000 | +15.8% | 148,304 | +6.7% | 0.82% | +7.2% |
| Q3 2021 | $9,378,000 | -5.0% | 138,974 | -3.7% | 0.76% | -5.1% |
| Q2 2021 | $9,871,000 | +439.4% | 144,381 | +415.0% | 0.80% | +400.0% |
| Q1 2021 | $1,830,000 | -22.4% | 28,035 | -24.0% | 0.16% | +51.9% |
| Q4 2020 | $2,358,000 | +374.4% | 36,906 | +287.8% | 0.11% | +112.0% |
| Q3 2020 | $497,000 | -14.5% | 9,516 | -18.0% | 0.05% | -19.4% |
| Q2 2020 | $581,000 | -35.2% | 11,601 | -42.7% | 0.06% | -46.1% |
| Q1 2020 | $897,000 | -37.7% | 20,256 | -15.4% | 0.12% | -28.1% |
| Q4 2019 | $1,439,000 | -1.9% | 23,937 | -7.4% | 0.16% | -9.6% |
| Q3 2019 | $1,467,000 | -4.3% | 25,852 | -5.3% | 0.18% | -2.7% |
| Q2 2019 | $1,533,000 | -27.2% | 27,309 | -29.1% | 0.18% | -25.4% |
| Q1 2019 | $2,107,000 | -68.9% | 38,499 | -72.0% | 0.24% | -72.2% |
| Q4 2018 | $6,781,000 | +169425.0% | 137,565 | +199269.6% | 0.88% | – |
| Q1 2018 | $4,000 | -55.6% | 69 | -60.3% | 0.00% | -100.0% |
| Q1 2017 | $9,000 | -99.1% | 174 | -94.9% | 0.00% | -99.3% |
| Q3 2016 | $978,000 | -84.4% | 3,397 | -97.6% | 0.15% | -84.9% |
| Q2 2016 | $6,262,000 | +12.5% | 139,808 | +8.5% | 0.97% | +8.5% |
| Q1 2016 | $5,568,000 | – | 128,892 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |