SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,693 | +400.5% | 3,920 | +420.6% | 0.00% | +200.0% |
| Q2 2023 | $50,491 | -90.2% | 753 | -90.4% | 0.00% | -83.3% |
| Q1 2023 | $515,794 | -49.7% | 7,865 | -51.1% | 0.01% | -78.6% |
| Q4 2022 | $1,025,790 | +112.4% | 16,096 | +143.9% | 0.03% | +300.0% |
| Q4 2021 | $483,000 | +98.0% | 6,600 | +82.3% | 0.01% | +16.7% |
| Q3 2021 | $244,000 | 0.0% | 3,621 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $244,000 | +4.7% | 3,571 | +0.1% | 0.01% | -14.3% |
| Q1 2021 | $233,000 | +11.5% | 3,569 | +1.7% | 0.01% | 0.0% |
| Q4 2020 | $209,000 | +4.5% | 3,508 | +5.2% | 0.01% | -12.5% |
| Q4 2019 | $200,000 | – | 3,334 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |