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 | $835,982 | -16.5% | 12,969 | -13.1% | 0.01% | -13.3% |
| Q2 2023 | $1,000,916 | -25.5% | 14,919 | -27.1% | 0.02% | -28.6% |
| Q1 2023 | $1,342,882 | -55.2% | 20,477 | -54.9% | 0.02% | -58.8% |
| Q4 2022 | $2,994,733 | +56.5% | 45,361 | +38.7% | 0.05% | +41.7% |
| Q3 2022 | $1,914,000 | +354.6% | 32,712 | +385.3% | 0.04% | +350.0% |
| Q2 2022 | $421,000 | -6.2% | 6,740 | +7.2% | 0.01% | +14.3% |
| Q1 2022 | $449,000 | -2.4% | 6,286 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $460,000 | +8.2% | 6,286 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $425,000 | -4.7% | 6,294 | -3.5% | 0.01% | -12.5% |
| Q2 2021 | $446,000 | -100.0% | 6,519 | -57.0% | 0.01% | -11.1% |
| Q1 2021 | $990,690,000 | +246340.3% | 15,176 | +125.0% | 0.01% | 0.0% |
| Q4 2020 | $402,000 | +226.8% | 6,746 | +186.7% | 0.01% | +200.0% |
| Q3 2020 | $123,000 | +4.2% | 2,353 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $118,000 | -12.6% | 2,353 | -23.0% | 0.00% | -40.0% |
| Q1 2020 | $135,000 | -26.6% | 3,054 | -0.3% | 0.01% | 0.0% |
| Q4 2019 | $184,000 | +534.5% | 3,064 | +492.6% | 0.01% | +400.0% |
| Q3 2019 | $29,000 | 0.0% | 517 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $29,000 | +93.3% | 517 | +98.1% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +1400.0% | 261 | +2272.7% | 0.00% | – |
| Q2 2018 | $1,000 | – | 11 | – | 0.00% | – |
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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% |