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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $760,948 | +12.0% | 10,714 | -4.2% | 0.10% | +45.7% |
| Q4 2022 | $679,325 | +6.1% | 11,179 | -0.1% | 0.07% | -49.3% |
| Q3 2022 | $640,000 | -8.7% | 11,192 | -3.9% | 0.14% | +119.0% |
| Q2 2022 | $701,000 | -17.4% | 11,641 | +0.2% | 0.06% | -58.8% |
| Q1 2022 | $849,000 | +117.7% | 11,613 | +118.1% | 0.15% | +125.0% |
| Q4 2021 | $390,000 | -49.8% | 5,325 | -33.5% | 0.07% | -50.7% |
| Q3 2021 | $777,000 | -14.8% | 8,007 | -14.9% | 0.14% | -18.3% |
| Q2 2021 | $912,000 | -59.0% | 9,413 | -63.6% | 0.17% | -17.6% |
| Q1 2021 | $2,222,000 | +101.3% | 25,840 | +96.8% | 0.20% | +2.0% |
| Q4 2020 | $1,104,000 | +15.1% | 13,133 | +2.3% | 0.20% | -15.5% |
| Q3 2020 | $959,000 | +64.5% | 12,833 | +26.0% | 0.24% | +33.7% |
| Q1 2020 | $583,000 | – | 10,186 | – | 0.18% | – |
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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% |