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 | $14,686,012 | -7.1% | 227,831 | -3.3% | 7.71% | -1.9% |
| Q2 2023 | $15,803,213 | +3.3% | 235,552 | +1.0% | 7.86% | +3.9% |
| Q1 2023 | $15,293,433 | -3.5% | 233,203 | -2.8% | 7.57% | -1.5% |
| Q4 2022 | $15,847,639 | +11.0% | 240,043 | -1.6% | 7.68% | +5.2% |
| Q3 2022 | $14,277,000 | -6.5% | 244,011 | -0.3% | 7.30% | -3.2% |
| Q2 2022 | $15,276,000 | -27.7% | 244,737 | -17.3% | 7.54% | -9.0% |
| Q1 2022 | $21,128,000 | -9.8% | 295,946 | -7.5% | 8.29% | +25.4% |
| Q4 2021 | $23,435,000 | +10.0% | 320,070 | +1.4% | 6.61% | +0.9% |
| Q3 2021 | $21,305,000 | -3.9% | 315,726 | -2.6% | 6.55% | -1.3% |
| Q2 2021 | $22,159,000 | -0.8% | 324,111 | -5.2% | 6.63% | -3.6% |
| Q1 2021 | $22,328,000 | +12.6% | 342,041 | +2.7% | 6.88% | -3.0% |
| Q4 2020 | $19,833,000 | +29.5% | 333,152 | +13.5% | 7.09% | +10.5% |
| Q3 2020 | $15,315,000 | +38.0% | 293,439 | +32.5% | 6.42% | +11.9% |
| Q2 2020 | $11,094,000 | – | 221,384 | – | 5.73% | – |
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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% |