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 2022 | $12,000 | -7.7% | 220 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 219 | +0.9% | 0.00% | -25.0% |
| Q1 2022 | $15,000 | 0.0% | 217 | +0.5% | 0.00% | +33.3% |
| Q4 2021 | $15,000 | +7.1% | 216 | +0.5% | 0.00% | -25.0% |
| Q3 2021 | $14,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 214 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 213 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | -78.3% | 212 | -81.7% | 0.00% | -81.0% |
| Q3 2020 | $60,000 | -49.6% | 1,161 | -51.6% | 0.02% | -53.3% |
| Q2 2020 | $119,000 | +19.0% | 2,397 | +0.8% | 0.04% | -4.3% |
| Q1 2020 | $100,000 | -29.6% | 2,379 | +0.9% | 0.05% | 0.0% |
| Q4 2019 | $142,000 | +9.2% | 2,357 | +1.0% | 0.05% | 0.0% |
| Q3 2019 | $130,000 | -36.3% | 2,333 | -35.6% | 0.05% | -38.2% |
| Q2 2019 | $204,000 | – | 3,624 | – | 0.08% | – |
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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% |