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% | – |
Download |
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% |