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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $44,267 | -99.9% | 675 | -5.2% | 0.04% | 0.0% |
| Q2 2022 | $44,443,000 | -12.3% | 712 | +0.3% | 0.04% | +12.9% |
| Q1 2022 | $50,686,000 | +13.5% | 710 | +16.4% | 0.03% | +19.2% |
| Q4 2021 | $44,664,000 | +8.5% | 610 | 0.0% | 0.03% | -3.7% |
| Q3 2021 | $41,162,000 | -1.3% | 610 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $41,705,000 | +96.6% | 610 | +87.7% | 0.03% | +85.7% |
| Q1 2021 | $21,216,000 | +9.7% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,347,000 | +14.1% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,961,000 | +4.2% | 325 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $16,285,000 | +13.2% | 325 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $14,387,000 | -37.0% | 325 | -14.5% | 0.02% | -5.9% |
| Q4 2019 | $22,845,000 | +6.0% | 380 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $21,557,000 | -12.7% | 380 | -13.6% | 0.02% | -19.0% |
| Q2 2019 | $24,701,000 | – | 440 | – | 0.02% | – |
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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% |