SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $478,000 | -2.4% | 6,678 | 0.0% | 0.61% | -5.5% |
| Q4 2021 | $490,000 | +8.2% | 6,678 | 0.0% | 0.65% | -6.5% |
| Q3 2021 | $453,000 | -0.9% | 6,678 | 0.0% | 0.69% | -4.1% |
| Q2 2021 | $457,000 | +4.1% | 6,678 | 0.0% | 0.72% | -7.8% |
| Q1 2021 | $439,000 | -5.4% | 6,678 | -14.3% | 0.78% | -13.5% |
| Q4 2020 | $464,000 | +14.0% | 7,795 | 0.0% | 0.91% | -13.5% |
| Q3 2020 | $407,000 | +4.1% | 7,795 | 0.0% | 1.05% | -16.8% |
| Q2 2020 | $391,000 | +13.3% | 7,795 | 0.0% | 1.26% | -19.4% |
| Q1 2020 | $345,000 | -64.6% | 7,795 | -51.9% | 1.56% | -47.7% |
| Q4 2019 | $974,000 | – | 16,208 | – | 2.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |