SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $375,586 | -0.6% | 5,727 | 0.0% | 0.09% | -8.4% |
| Q4 2022 | $378,000 | +11.8% | 5,727 | -1.0% | 0.10% | -4.0% |
| Q3 2022 | $338,000 | -6.4% | 5,783 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $361,000 | -12.6% | 5,783 | 0.0% | 0.10% | +11.2% |
| Q1 2022 | $413,000 | -2.4% | 5,783 | +0.1% | 0.09% | +7.2% |
| Q4 2021 | $423,000 | +2.7% | 5,779 | -5.2% | 0.08% | -3.5% |
| Q3 2021 | $412,000 | -2.8% | 6,098 | -1.7% | 0.09% | 0.0% |
| Q2 2021 | $424,000 | +4.7% | 6,206 | +0.1% | 0.09% | +10.3% |
| Q1 2021 | $405,000 | +9.2% | 6,201 | -0.4% | 0.08% | +4.0% |
| Q4 2020 | $371,000 | +14.2% | 6,225 | +0.1% | 0.08% | +5.6% |
| Q3 2020 | $325,000 | +0.3% | 6,218 | -4.0% | 0.07% | -6.6% |
| Q2 2020 | $324,000 | -70.1% | 6,475 | -73.5% | 0.08% | -73.7% |
| Q1 2020 | $1,082,000 | -62.5% | 24,432 | -49.1% | 0.29% | -69.7% |
| Q4 2019 | $2,884,000 | +11.4% | 47,976 | +5.2% | 0.95% | +1.5% |
| Q3 2019 | $2,588,000 | +5.5% | 45,621 | +4.4% | 0.94% | +2.8% |
| Q2 2019 | $2,454,000 | +4.1% | 43,712 | +1.5% | 0.91% | -3.8% |
| Q1 2019 | $2,357,000 | – | 43,056 | – | 0.95% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |