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 2022 | $402,000 | -2.0% | 5,632 | +0.7% | 0.18% | -5.2% |
| Q4 2021 | $410,000 | +9.3% | 5,595 | +0.6% | 0.19% | +2.6% |
| Q3 2021 | $375,000 | -0.8% | 5,563 | +0.5% | 0.19% | -2.1% |
| Q2 2021 | $378,000 | +5.3% | 5,534 | +0.5% | 0.19% | -2.5% |
| Q1 2021 | $359,000 | -22.0% | 5,506 | -28.8% | 0.20% | -27.5% |
| Q4 2020 | $460,000 | +13.3% | 7,738 | -0.7% | 0.27% | -3.9% |
| Q3 2020 | $406,000 | +2.8% | 7,793 | -1.3% | 0.28% | -5.6% |
| Q2 2020 | $395,000 | -15.4% | 7,898 | +1.6% | 0.30% | -35.5% |
| Q4 2019 | $467,000 | -19.6% | 7,775 | -24.1% | 0.47% | -16.5% |
| Q3 2019 | $581,000 | +4.5% | 10,249 | +3.3% | 0.56% | +0.9% |
| Q2 2019 | $556,000 | – | 9,919 | – | 0.55% | – |
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% |