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 | $1,110,950 | -3.8% | 17,235 | +0.1% | 0.31% | +6.1% |
| Q2 2023 | $1,154,920 | +17.9% | 17,214 | +15.3% | 0.29% | +16.3% |
| Q1 2023 | $979,331 | -0.5% | 14,933 | +0.1% | 0.25% | -1.2% |
| Q4 2022 | $984,658 | +2.5% | 14,915 | -9.2% | 0.26% | -2.7% |
| Q3 2022 | $961,000 | -4.4% | 16,431 | +2.1% | 0.26% | -5.8% |
| Q2 2022 | $1,005,000 | -12.8% | 16,095 | -0.2% | 0.28% | -15.5% |
| Q1 2022 | $1,152,000 | +1.6% | 16,134 | +4.1% | 0.33% | +0.9% |
| Q4 2021 | $1,134,000 | +11.3% | 15,493 | +2.6% | 0.33% | +0.6% |
| Q3 2021 | $1,019,000 | -1.2% | 15,098 | +0.1% | 0.32% | -37.6% |
| Q2 2021 | $1,031,000 | +4.9% | 15,078 | +0.1% | 0.52% | -5.1% |
| Q1 2021 | $983,000 | +6.3% | 15,058 | -3.1% | 0.55% | +4.0% |
| Q4 2020 | $925,000 | +12.9% | 15,536 | -1.0% | 0.53% | +8.0% |
| Q3 2020 | $819,000 | -2.8% | 15,686 | -6.8% | 0.49% | -14.9% |
| Q2 2020 | $843,000 | +13.6% | 16,823 | +0.3% | 0.57% | +2.0% |
| Q1 2020 | $742,000 | -31.4% | 16,770 | -6.7% | 0.56% | -22.2% |
| Q4 2019 | $1,081,000 | – | 17,974 | – | 0.72% | – |
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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% |