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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699 | -4.4% | 10,842 | -0.6% | 0.30% | +1.0% |
| Q2 2023 | $731 | +1.0% | 10,903 | -1.3% | 0.29% | -3.9% |
| Q1 2023 | $724 | +1.7% | 11,043 | +2.4% | 0.30% | -3.8% |
| Q4 2022 | $712 | -99.9% | 10,784 | -4.5% | 0.32% | +2.3% |
| Q3 2022 | $661,000 | -14.0% | 11,297 | -2.3% | 0.31% | -0.6% |
| Q2 2022 | $769,000 | -9.8% | 11,563 | -3.2% | 0.31% | -0.3% |
| Q1 2022 | $853,000 | -14.4% | 11,950 | -12.1% | 0.31% | -12.4% |
| Q4 2021 | $996,000 | -0.8% | 13,600 | -8.6% | 0.36% | -4.6% |
| Q3 2021 | $1,004,000 | -3.6% | 14,875 | -2.3% | 0.37% | -3.6% |
| Q2 2021 | $1,041,000 | +3.3% | 15,226 | -1.4% | 0.39% | +10.9% |
| Q1 2021 | $1,008,000 | +20.7% | 15,443 | +10.1% | 0.35% | +6.7% |
| Q4 2020 | $835,000 | +27.5% | 14,023 | +11.7% | 0.33% | +10.1% |
| Q3 2020 | $655,000 | – | 12,550 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |