SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,822 | -6.1% | 9,910 | -2.3% | 0.16% | +6.0% |
| Q2 2023 | $680,606 | +2.1% | 10,145 | -0.2% | 0.15% | -27.8% |
| Q1 2023 | $666,732 | +1.2% | 10,167 | +1.8% | 0.21% | -3.2% |
| Q4 2022 | $659,128 | +23.2% | 9,984 | +9.1% | 0.22% | +6.4% |
| Q3 2022 | $535,000 | -6.0% | 9,150 | +0.3% | 0.20% | -3.8% |
| Q2 2022 | $569,000 | +1.8% | 9,124 | +16.5% | 0.21% | +12.8% |
| Q1 2022 | $559,000 | -48.9% | 7,835 | -47.6% | 0.19% | -47.9% |
| Q4 2021 | $1,095,000 | +54.0% | 14,964 | +42.0% | 0.36% | +32.0% |
| Q3 2021 | $711,000 | -1.1% | 10,535 | +0.1% | 0.27% | -2.9% |
| Q2 2021 | $719,000 | +542.0% | 10,525 | +368.8% | 0.28% | +241.5% |
| Q2 2020 | $112,000 | +9.8% | 2,245 | -2.9% | 0.08% | -15.5% |
| Q1 2020 | $102,000 | – | 2,312 | – | 0.10% | – |
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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% |