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 | $2,149,225 | -15.3% | 32,402 | -15.3% | 1.59% | -15.8% |
| Q4 2022 | $2,536,057 | +2.1% | 38,257 | +0.6% | 1.88% | +1.6% |
| Q3 2022 | $2,483,000 | +14.2% | 38,027 | +8.8% | 1.85% | +18.2% |
| Q2 2022 | $2,174,000 | -11.1% | 34,937 | +2.3% | 1.57% | -0.2% |
| Q1 2022 | $2,445,000 | -2.7% | 34,137 | -0.1% | 1.57% | -0.5% |
| Q4 2021 | $2,514,000 | +19.3% | 34,187 | +10.1% | 1.58% | +7.8% |
| Q3 2021 | $2,107,000 | +1.3% | 31,037 | +2.6% | 1.47% | +3.2% |
| Q2 2021 | $2,080,000 | +11.8% | 30,262 | +6.1% | 1.42% | +3.9% |
| Q1 2021 | $1,861,000 | +17.7% | 28,512 | +6.5% | 1.37% | +4.2% |
| Q4 2020 | $1,581,000 | +17.9% | 26,762 | +4.2% | 1.31% | -0.9% |
| Q3 2020 | $1,341,000 | +3.0% | 25,687 | -1.2% | 1.32% | -0.3% |
| Q2 2020 | $1,302,000 | +14.3% | 25,987 | -2.1% | 1.33% | -3.4% |
| Q1 2020 | $1,139,000 | -25.7% | 26,536 | +3.8% | 1.38% | -2.5% |
| Q4 2019 | $1,533,000 | +12.6% | 25,561 | +6.6% | 1.41% | +16.0% |
| Q3 2019 | $1,361,000 | +0.7% | 23,987 | +0.2% | 1.22% | -3.4% |
| Q2 2019 | $1,352,000 | +2.5% | 23,947 | +0.1% | 1.26% | +1.4% |
| Q1 2019 | $1,319,000 | +20.1% | 23,919 | +6.5% | 1.24% | +1.9% |
| Q4 2018 | $1,098,000 | -15.7% | 22,454 | -3.4% | 1.22% | +2.4% |
| Q3 2018 | $1,303,000 | +0.9% | 23,239 | -4.4% | 1.19% | -5.4% |
| Q2 2018 | $1,291,000 | – | 24,309 | – | 1.26% | – |
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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% |