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 | $51,890 | -3.9% | 805 | 0.0% | 0.03% | +7.1% |
| Q2 2023 | $54,007 | +2.3% | 805 | 0.0% | 0.03% | -3.4% |
| Q1 2023 | $52,792 | +99507.5% | 805 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $53 | -99.9% | 805 | +5.9% | 0.03% | +7.4% |
| Q3 2022 | $44,000 | +37.5% | 760 | +49.0% | 0.03% | +50.0% |
| Q2 2022 | $32,000 | +28.0% | 510 | +45.7% | 0.02% | +38.5% |
| Q1 2022 | $25,000 | -3.8% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | -33.3% | 350 | -33.2% | 0.01% | -31.6% |
| Q2 2021 | $36,000 | +5.9% | 524 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $34,000 | +61.9% | 524 | +49.7% | 0.02% | +58.3% |
| Q4 2020 | $21,000 | +16.7% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | 0.0% | 350 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $18,000 | +20.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | – | 350 | – | 0.01% | – |
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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% |