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 | $386,862 | -22.2% | 6,002 | -19.1% | 0.09% | -24.2% |
| Q2 2023 | $497,512 | -3.8% | 7,416 | -5.9% | 0.12% | -10.4% |
| Q1 2023 | $517,006 | -5.9% | 7,884 | -5.3% | 0.13% | -13.5% |
| Q4 2022 | $549,457 | +7.7% | 8,323 | -4.6% | 0.16% | -10.9% |
| Q3 2022 | $510,000 | -23.1% | 8,722 | -17.9% | 0.17% | -22.3% |
| Q2 2022 | $663,000 | -49.2% | 10,619 | -41.9% | 0.22% | -48.4% |
| Q1 2022 | $1,304,000 | -20.1% | 18,263 | -18.1% | 0.43% | -17.3% |
| Q4 2021 | $1,632,000 | +6.1% | 22,296 | -2.2% | 0.52% | -2.6% |
| Q3 2021 | $1,538,000 | -5.5% | 22,799 | -4.3% | 0.54% | -5.1% |
| Q2 2021 | $1,628,000 | -47.9% | 23,816 | -50.3% | 0.57% | -49.1% |
| Q1 2021 | $3,127,000 | +5.0% | 47,903 | -4.3% | 1.12% | -2.4% |
| Q4 2020 | $2,979,000 | +9.4% | 50,049 | -4.1% | 1.14% | -7.6% |
| Q3 2020 | $2,723,000 | +0.7% | 52,174 | -3.4% | 1.24% | -1.3% |
| Q2 2020 | $2,705,000 | -37.5% | 53,983 | -44.8% | 1.25% | -45.9% |
| Q1 2020 | $4,327,000 | -75.3% | 97,733 | -66.4% | 2.32% | -70.5% |
| Q4 2019 | $17,496,000 | -33.8% | 291,015 | -37.5% | 7.87% | -39.6% |
| Q3 2019 | $26,432,000 | +6.8% | 465,923 | +5.7% | 13.02% | +2.7% |
| Q2 2019 | $24,739,000 | +17.2% | 440,671 | +14.2% | 12.68% | +13.9% |
| Q1 2019 | $21,115,000 | +51.0% | 385,730 | +36.0% | 11.13% | +28.0% |
| Q4 2018 | $13,981,000 | +29.6% | 283,653 | +47.4% | 8.70% | +37.8% |
| Q3 2018 | $10,789,000 | +37.4% | 192,378 | +30.2% | 6.31% | +49.8% |
| Q2 2018 | $7,851,000 | +147.9% | 147,793 | +146.6% | 4.21% | +147.4% |
| Q1 2018 | $3,167,000 | +32.2% | 59,936 | +36.8% | 1.70% | +39.2% |
| Q4 2017 | $2,396,000 | +9.7% | 43,822 | +3.9% | 1.22% | +6.1% |
| Q3 2017 | $2,185,000 | +12.4% | 42,161 | +8.9% | 1.15% | +8.2% |
| Q2 2017 | $1,944,000 | +8.2% | 38,723 | +7.1% | 1.07% | -7.9% |
| Q1 2017 | $1,797,000 | -99.9% | 36,167 | +5.5% | 1.16% | +24.4% |
| Q4 2016 | $1,649,198,000 | +11.3% | 34,294 | +4.4% | 0.93% | +10.7% |
| Q3 2016 | $1,482,192,000 | +2.6% | 32,850 | +1.9% | 0.84% | +1.7% |
| Q2 2016 | $1,445,274,000 | +112635.9% | 32,239 | +9.2% | 0.83% | +10.1% |
| Q1 2016 | $1,282,000 | – | 29,514 | – | 0.75% | – |
Download | ||||||
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% |