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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,735,952 | +2.0% | 25,875 | -0.3% | 0.17% | -0.6% |
| Q1 2023 | $1,701,799 | -1.3% | 25,950 | -0.6% | 0.18% | -6.4% |
| Q4 2022 | $1,723,916 | +2.1% | 26,112 | -9.5% | 0.19% | -7.4% |
| Q3 2022 | $1,689,000 | -37.0% | 28,859 | -32.8% | 0.20% | -34.2% |
| Q2 2022 | $2,680,000 | -17.5% | 42,933 | -5.7% | 0.31% | -11.8% |
| Q1 2022 | $3,250,000 | -4.7% | 45,526 | -2.2% | 0.35% | -2.2% |
| Q4 2021 | $3,410,000 | +3.0% | 46,571 | -5.1% | 0.36% | -5.1% |
| Q3 2021 | $3,310,000 | +1.4% | 49,053 | +2.8% | 0.38% | -3.1% |
| Q2 2021 | $3,263,000 | -22.3% | 47,732 | -25.8% | 0.39% | -28.3% |
| Q1 2021 | $4,201,000 | +1.2% | 64,359 | -7.7% | 0.54% | -7.5% |
| Q4 2020 | $4,152,000 | +10.3% | 69,743 | -3.3% | 0.58% | -2.0% |
| Q3 2020 | $3,765,000 | -26.5% | 72,146 | -29.4% | 0.60% | -32.0% |
| Q2 2020 | $5,122,000 | -4.7% | 102,214 | -15.8% | 0.88% | -20.3% |
| Q1 2020 | $5,374,000 | -4.6% | 121,394 | +29.6% | 1.10% | +9.8% |
| Q4 2019 | $5,633,000 | – | 93,690 | – | 1.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |