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 2022 | $2,000 | -60.0% | 31 | -55.1% | 0.00% | -50.0% |
Q4 2021 | $5,000 | +150.0% | 69 | +122.6% | 0.00% | +100.0% |
Q3 2021 | $2,000 | -89.5% | 31 | -88.6% | 0.00% | -85.7% |
Q2 2021 | $19,000 | +5.6% | 271 | +0.4% | 0.01% | 0.0% |
Q1 2021 | $18,000 | +12.5% | 270 | +2.3% | 0.01% | 0.0% |
Q4 2020 | $16,000 | +14.3% | 264 | +0.8% | 0.01% | 0.0% |
Q3 2020 | $14,000 | +7.7% | 262 | +1.2% | 0.01% | 0.0% |
Q2 2020 | $13,000 | +18.2% | 259 | +0.8% | 0.01% | 0.0% |
Q1 2020 | $11,000 | -26.7% | 257 | +0.8% | 0.01% | -22.2% |
Q4 2019 | $15,000 | +7.1% | 255 | +1.2% | 0.01% | +12.5% |
Q3 2019 | $14,000 | 0.0% | 252 | +1.2% | 0.01% | -11.1% |
Q2 2019 | $14,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $14,000 | – | 249 | – | 0.01% | – |
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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% |