SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $220,000 | -34.7% | 4,206 | -24.9% | 0.01% | -65.2% |
| Q4 2019 | $337,000 | -19.4% | 5,603 | -24.0% | 0.02% | -25.8% |
| Q3 2019 | $418,000 | -7.9% | 7,374 | -8.9% | 0.03% | -8.8% |
| Q2 2019 | $454,000 | -14.5% | 8,093 | -16.6% | 0.03% | -15.0% |
| Q1 2019 | $531,000 | +18.8% | 9,704 | +7.0% | 0.04% | 0.0% |
| Q4 2018 | $447,000 | -16.8% | 9,070 | -5.4% | 0.04% | -9.1% |
| Q3 2018 | $537,000 | +11.6% | 9,584 | +5.9% | 0.04% | 0.0% |
| Q2 2018 | $481,000 | -8.4% | 9,049 | -8.9% | 0.04% | -10.2% |
| Q1 2018 | $525,000 | -3.3% | 9,938 | +0.1% | 0.05% | -7.5% |
| Q4 2017 | $543,000 | +3.6% | 9,930 | -1.8% | 0.05% | -7.0% |
| Q3 2017 | $524,000 | +2.7% | 10,109 | -0.5% | 0.06% | -5.0% |
| Q2 2017 | $510,000 | -2.9% | 10,157 | -3.9% | 0.06% | -20.0% |
| Q1 2017 | $525,000 | -4.2% | 10,567 | -7.2% | 0.08% | -8.5% |
| Q4 2016 | $548,000 | +2.2% | 11,391 | -3.1% | 0.08% | -2.4% |
| Q3 2016 | $536,000 | +1.5% | 11,758 | -0.3% | 0.08% | -4.5% |
| Q2 2016 | $528,000 | +0.6% | 11,796 | -3.0% | 0.09% | -5.4% |
| Q1 2016 | $525,000 | -15.5% | 12,162 | -16.8% | 0.09% | -19.8% |
| Q4 2015 | $621,000 | – | 14,621 | – | 0.12% | – |
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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% |