SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $653,000 | -2.4% | 9,141 | +0.0% | 0.49% | +1.7% |
| Q4 2021 | $669,000 | +8.4% | 9,139 | +0.0% | 0.48% | -0.2% |
| Q3 2021 | $617,000 | -1.0% | 9,136 | +0.2% | 0.48% | +13.4% |
| Q2 2021 | $623,000 | +3.1% | 9,114 | -1.5% | 0.42% | -9.2% |
| Q1 2021 | $604,000 | +7.9% | 9,250 | -1.6% | 0.47% | -10.3% |
| Q4 2020 | $560,000 | +130.5% | 9,402 | +102.0% | 0.52% | +87.8% |
| Q3 2020 | $243,000 | +4.3% | 4,655 | +0.1% | 0.28% | -16.8% |
| Q2 2020 | $233,000 | -42.2% | 4,649 | -30.7% | 0.33% | -7.7% |
| Q4 2019 | $403,000 | – | 6,708 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |