SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $578,000 | +16.1% | 7,899 | +7.0% | 0.08% | +3.7% |
| Q3 2021 | $498,000 | -1.4% | 7,380 | 0.0% | 0.08% | -4.7% |
| Q2 2021 | $505,000 | +4.8% | 7,380 | 0.0% | 0.09% | -5.5% |
| Q1 2021 | $482,000 | +9.8% | 7,380 | 0.0% | 0.09% | +1.1% |
| Q4 2020 | $439,000 | +0.2% | 7,380 | -12.1% | 0.09% | -13.5% |
| Q3 2020 | $438,000 | +4.0% | 8,399 | 0.0% | 0.10% | -4.6% |
| Q2 2020 | $421,000 | – | 8,399 | – | 0.11% | – |
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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% |