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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $342,000 | +8.6% | 4,667 | 0.0% | 0.16% | +4.6% |
| Q3 2021 | $315,000 | -1.3% | 4,667 | 0.0% | 0.15% | -1.3% |
| Q2 2021 | $319,000 | +4.6% | 4,667 | 0.0% | 0.15% | +9.3% |
| Q1 2021 | $305,000 | +9.7% | 4,667 | 0.0% | 0.14% | +5.3% |
| Q4 2020 | $278,000 | +13.9% | 4,667 | 0.0% | 0.13% | +25.5% |
| Q3 2020 | $244,000 | +4.3% | 4,667 | 0.0% | 0.11% | +5.0% |
| Q2 2020 | $234,000 | +13.0% | 4,667 | 0.0% | 0.10% | -1.0% |
| Q1 2020 | $207,000 | -26.6% | 4,667 | 0.0% | 0.10% | -12.8% |
| Q4 2019 | $282,000 | +6.4% | 4,667 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $265,000 | +1.1% | 4,667 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $262,000 | +13.9% | 4,667 | 0.0% | 0.12% | -0.9% |
| Q4 2018 | $230,000 | -10.5% | 4,667 | 0.0% | 0.12% | -4.9% |
| Q3 2018 | $257,000 | +4.5% | 4,667 | +0.7% | 0.12% | +1.7% |
| Q2 2018 | $246,000 | +1.2% | 4,634 | +0.7% | 0.12% | -4.0% |
| Q1 2018 | $243,000 | -2.8% | 4,603 | +0.6% | 0.12% | -3.1% |
| Q4 2017 | $250,000 | +6.4% | 4,575 | +0.7% | 0.13% | -0.8% |
| Q3 2017 | $235,000 | +3.5% | 4,544 | +0.6% | 0.13% | -10.3% |
| Q2 2017 | $227,000 | +1.8% | 4,516 | +0.6% | 0.14% | -3.3% |
| Q1 2017 | $223,000 | +3.7% | 4,488 | +0.6% | 0.15% | -11.8% |
| Q4 2016 | $215,000 | +7.0% | 4,461 | +0.9% | 0.17% | +1.8% |
| Q3 2016 | $201,000 | +25.6% | 4,422 | +23.8% | 0.17% | +20.1% |
| Q2 2016 | $160,000 | +4.6% | 3,572 | +0.6% | 0.14% | 0.0% |
| Q1 2016 | $153,000 | +2.0% | 3,549 | +0.7% | 0.14% | -4.1% |
| Q4 2015 | $150,000 | +7.9% | 3,523 | +0.7% | 0.14% | +3.6% |
| Q3 2015 | $139,000 | -6.7% | 3,498 | +0.7% | 0.14% | -2.8% |
| Q2 2015 | $149,000 | – | 3,474 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |