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 | $13 | 0.0% | 192 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $13 | -99.9% | 192 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $12,000 | 0.0% | 192 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 192 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $14,000 | +7.7% | 192 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $13,000 | 0.0% | 192 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $13,000 | -7.1% | 192 | -4.0% | 0.01% | -14.3% |
| Q2 2021 | $14,000 | 0.0% | 200 | -4.8% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 210 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 210 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 210 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $11,000 | +10.0% | 210 | -10.6% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -28.6% | 235 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $14,000 | +7.7% | 235 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 235 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $13,000 | 0.0% | 235 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +8.3% | 235 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $12,000 | – | 235 | – | 0.01% | – |
Download | ||||||
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% |