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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $545,442 | -22.6% | 8,130 | -24.4% | 0.11% | -25.7% |
| Q1 2023 | $705,116 | -16.0% | 10,752 | -15.4% | 0.14% | -20.0% |
| Q4 2022 | $839,378 | -1.4% | 12,714 | -12.6% | 0.18% | -9.5% |
| Q3 2022 | $851,000 | -12.0% | 14,549 | -6.0% | 0.20% | +1.0% |
| Q2 2022 | $967,000 | -16.7% | 15,485 | -4.8% | 0.20% | +1.5% |
| Q1 2022 | $1,161,000 | -20.7% | 16,258 | -18.7% | 0.19% | -17.1% |
| Q4 2021 | $1,464,000 | -14.4% | 19,999 | -21.1% | 0.23% | -46.7% |
| Q3 2021 | $1,711,000 | -16.7% | 25,357 | -15.5% | 0.44% | -17.0% |
| Q2 2021 | $2,053,000 | -5.8% | 30,023 | -10.1% | 0.53% | -29.0% |
| Q1 2021 | $2,180,000 | -35.9% | 33,387 | -41.5% | 0.74% | +4.1% |
| Q4 2020 | $3,399,000 | -10.7% | 57,101 | -21.7% | 0.72% | -57.6% |
| Q3 2020 | $3,806,000 | -14.8% | 72,927 | -18.2% | 1.69% | -27.5% |
| Q2 2020 | $4,465,000 | +12.3% | 89,110 | -0.8% | 2.33% | -10.5% |
| Q1 2020 | $3,977,000 | +23.3% | 89,829 | +67.5% | 2.60% | +27.8% |
| Q4 2019 | $3,225,000 | – | 53,638 | – | 2.04% | – |
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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% |