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 | $519,842 | -0.7% | 8,065 | +3.4% | 0.08% | 0.0% |
| Q2 2023 | $523,382 | -2.4% | 7,801 | -4.6% | 0.08% | -14.1% |
| Q1 2023 | $536,280 | -4.9% | 8,178 | -4.3% | 0.10% | -13.2% |
| Q4 2022 | $563,961 | +9.3% | 8,542 | -3.2% | 0.11% | +2.7% |
| Q3 2022 | $516,000 | -6.2% | 8,823 | +0.1% | 0.11% | -7.5% |
| Q2 2022 | $550,000 | -19.8% | 8,813 | -8.2% | 0.12% | -6.2% |
| Q1 2022 | $686,000 | -23.8% | 9,604 | -21.9% | 0.13% | -22.4% |
| Q4 2021 | $900,000 | +3.8% | 12,298 | -4.3% | 0.16% | -3.5% |
| Q3 2021 | $867,000 | -7.2% | 12,848 | -5.9% | 0.17% | -10.5% |
| Q2 2021 | $934,000 | -12.1% | 13,655 | -16.1% | 0.19% | -23.3% |
| Q1 2021 | $1,063,000 | -11.6% | 16,283 | -19.3% | 0.25% | -12.9% |
| Q4 2020 | $1,202,000 | +0.8% | 20,186 | -11.7% | 0.29% | -22.5% |
| Q3 2020 | $1,192,000 | +14.1% | 22,848 | +9.6% | 0.37% | -1.3% |
| Q2 2020 | $1,045,000 | – | 20,849 | – | 0.37% | – |
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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% |