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 | $955,821 | +1.0% | 14,827 | +5.1% | 0.09% | +5.9% |
| Q2 2023 | $946,466 | -4.5% | 14,107 | -6.6% | 0.08% | -12.4% |
| Q1 2023 | $990,594 | +13.0% | 15,105 | +0.8% | 0.10% | -1.0% |
| Q3 2022 | $877,000 | -18.3% | 14,983 | -12.8% | 0.10% | -17.6% |
| Q2 2022 | $1,073,000 | -19.0% | 17,191 | -7.4% | 0.12% | -7.8% |
| Q1 2022 | $1,325,000 | -7.3% | 18,567 | -5.1% | 0.13% | -5.1% |
| Q4 2021 | $1,430,000 | +6.3% | 19,561 | -1.9% | 0.14% | -4.9% |
| Q3 2021 | $1,345,000 | -1.0% | 19,930 | +0.3% | 0.14% | 0.0% |
| Q2 2021 | $1,359,000 | -5.0% | 19,878 | -9.3% | 0.14% | -15.4% |
| Q1 2021 | $1,430,000 | +9.4% | 21,905 | -0.2% | 0.17% | +3.0% |
| Q4 2020 | $1,307,000 | +18.9% | 21,952 | +4.3% | 0.16% | +0.6% |
| Q3 2020 | $1,099,000 | +8.5% | 21,057 | +4.2% | 0.16% | -0.6% |
| Q2 2020 | $1,013,000 | +20.7% | 20,210 | +6.6% | 0.16% | +1.2% |
| Q1 2020 | $839,000 | -25.8% | 18,950 | +0.7% | 0.16% | -11.5% |
| Q4 2019 | $1,131,000 | +13.8% | 18,809 | +7.3% | 0.18% | +4.6% |
| Q3 2019 | $994,000 | +14.1% | 17,528 | +13.3% | 0.18% | +12.2% |
| Q2 2019 | $871,000 | +4.3% | 15,475 | -0.9% | 0.16% | +54.5% |
| Q1 2019 | $835,000 | +12.8% | 15,620 | +4.3% | 0.10% | -36.1% |
| Q4 2018 | $740,000 | -81.7% | 14,980 | -92.9% | 0.16% | +209.8% |
| Q3 2018 | $4,036,000 | -65.8% | 211,365 | -66.3% | 0.05% | -61.7% |
| Q2 2018 | $11,804,000 | +1935.2% | 627,265 | +5483.1% | 0.13% | +19.8% |
| Q1 2018 | $580,000 | -5.2% | 11,235 | +1.8% | 0.11% | -3.5% |
| Q4 2017 | $612,000 | +188.7% | 11,031 | +173.3% | 0.12% | +161.4% |
| Q3 2017 | $212,000 | – | 4,036 | – | 0.04% | – |
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% |