SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,039,000 | -3.1% | 56,921 | +1.3% | 0.55% | -2.5% |
| Q4 2021 | $4,167,000 | +10.0% | 56,202 | +0.1% | 0.57% | -6.4% |
| Q3 2021 | $3,789,000 | +4.0% | 56,149 | +5.3% | 0.61% | -0.3% |
| Q2 2021 | $3,644,000 | +10.8% | 53,305 | +7.6% | 0.61% | -0.7% |
| Q1 2021 | $3,288,000 | +532.3% | 49,519 | +377.2% | 0.61% | +253.8% |
| Q2 2020 | $520,000 | -96.5% | 10,376 | -96.8% | 0.17% | -97.4% |
| Q1 2020 | $15,029,000 | -31.0% | 323,403 | -11.0% | 6.60% | -30.0% |
| Q4 2019 | $21,771,000 | +10.3% | 363,331 | +2.4% | 9.43% | -14.1% |
| Q3 2019 | $19,735,000 | +8.8% | 354,687 | +10.9% | 10.98% | -17.6% |
| Q2 2019 | $18,144,000 | -2.0% | 319,835 | -5.4% | 13.32% | -7.6% |
| Q1 2019 | $18,512,000 | +4.4% | 338,185 | -6.0% | 14.42% | -13.7% |
| Q4 2018 | $17,733,000 | – | 359,778 | – | 16.71% | – |
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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% |