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 | $3,933,994 | -1.1% | 61,030 | +3.0% | 2.01% | +0.5% |
| Q2 2023 | $3,975,820 | +7.4% | 59,261 | +5.0% | 2.00% | +1.7% |
| Q1 2023 | $3,702,253 | +98970.2% | 56,454 | -0.3% | 1.97% | -6.4% |
| Q4 2022 | $3,737 | -99.9% | 56,598 | +2.8% | 2.10% | +10.4% |
| Q3 2022 | $3,221,000 | -4.6% | 55,048 | +1.8% | 1.90% | -1.3% |
| Q2 2022 | $3,375,000 | -7.9% | 54,069 | +5.4% | 1.93% | +7.6% |
| Q1 2022 | $3,664,000 | +2.0% | 51,319 | +4.6% | 1.79% | +3.2% |
| Q4 2021 | $3,593,000 | +10.7% | 49,078 | +2.0% | 1.74% | +0.9% |
| Q3 2021 | $3,247,000 | -0.2% | 48,113 | +1.1% | 1.72% | -0.2% |
| Q2 2021 | $3,253,000 | +5.8% | 47,573 | +1.0% | 1.72% | -2.7% |
| Q1 2021 | $3,076,000 | +13.5% | 47,118 | +3.5% | 1.77% | -0.4% |
| Q4 2020 | $2,711,000 | +15.8% | 45,538 | +1.5% | 1.78% | +1.5% |
| Q3 2020 | $2,342,000 | +4.6% | 44,873 | +0.4% | 1.75% | -7.2% |
| Q2 2020 | $2,240,000 | +16.7% | 44,704 | +3.1% | 1.89% | -10.5% |
| Q1 2020 | $1,919,000 | -21.6% | 43,348 | +6.5% | 2.11% | -3.8% |
| Q4 2019 | $2,447,000 | – | 40,701 | – | 2.19% | – |
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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% |