SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $215,000 | -17.9% | 3,012 | -15.7% | 0.05% | -14.3% |
| Q4 2021 | $262,000 | -54.4% | 3,572 | -58.0% | 0.06% | -57.3% |
| Q3 2021 | $574,000 | -1.2% | 8,503 | +0.0% | 0.13% | -1.5% |
| Q2 2021 | $581,000 | +4.7% | 8,501 | +0.0% | 0.13% | -2.9% |
| Q1 2021 | $555,000 | +9.7% | 8,500 | +0.0% | 0.14% | +8.7% |
| Q4 2020 | $506,000 | +9.3% | 8,499 | -4.3% | 0.13% | +26.0% |
| Q3 2020 | $463,000 | +1.3% | 8,879 | -2.7% | 0.10% | -2.0% |
| Q2 2020 | $457,000 | -12.1% | 9,122 | -22.4% | 0.10% | -31.1% |
| Q1 2020 | $520,000 | -33.2% | 11,749 | -9.2% | 0.15% | -16.9% |
| Q4 2019 | $778,000 | – | 12,942 | – | 0.18% | – |
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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% |