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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,716 | -3.4% | 895 | +0.6% | 0.02% | -5.6% |
| Q2 2023 | $59,735 | +2.9% | 890 | +0.5% | 0.02% | 0.0% |
| Q1 2023 | $58,075 | -0.1% | 886 | +0.6% | 0.02% | -18.2% |
| Q4 2022 | $58,147 | +14.0% | 881 | +0.7% | 0.02% | +4.8% |
| Q3 2022 | $51,000 | -17.7% | 875 | +1.0% | 0.02% | 0.0% |
| Q1 2022 | $62,000 | -1.6% | 866 | +0.5% | 0.02% | -4.5% |
| Q4 2021 | $63,000 | +8.6% | 862 | +0.5% | 0.02% | -4.3% |
| Q3 2021 | $58,000 | -1.7% | 858 | -35.4% | 0.02% | -46.5% |
| Q1 2020 | $59,000 | +883.3% | 1,329 | +1130.6% | 0.04% | +975.0% |
| Q4 2019 | $6,000 | – | 108 | – | 0.00% | – |
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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% |