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 2023 | $12,634 | +0.7% | 196 | +4.8% | 0.01% | -12.5% |
| Q2 2023 | $12,546 | +2.3% | 187 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $12,263 | +122530.0% | 187 | +19.1% | 0.01% | +16.7% |
| Q4 2022 | $10 | -99.9% | 157 | -1.9% | 0.01% | -14.3% |
| Q3 2022 | $9,000 | -10.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 160 | +6.7% | 0.01% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $11,000 | +10.0% | 150 | -2.0% | 0.01% | -14.3% |
| Q3 2021 | $10,000 | 0.0% | 153 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 153 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 153 | +7.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 143 | -2.7% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 147 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | 0.0% | 147 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $7,000 | -65.0% | 147 | -55.0% | 0.01% | -57.9% |
| Q4 2019 | $20,000 | – | 327 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |