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 | $12,245,145 | -3.2% | 189,965 | +0.8% | 8.19% | +2.2% |
| Q2 2023 | $12,644,875 | +3.5% | 188,476 | +1.2% | 8.01% | -7.5% |
| Q1 2023 | $12,216,130 | -0.4% | 186,278 | +0.3% | 8.66% | -4.2% |
| Q4 2022 | $12,265,075 | +10.7% | 185,778 | -1.9% | 9.04% | +1.3% |
| Q3 2022 | $11,081,000 | -7.0% | 189,393 | -0.8% | 8.92% | -3.3% |
| Q2 2022 | $11,917,000 | -19.3% | 190,915 | -7.7% | 9.22% | -4.9% |
| Q1 2022 | $14,763,000 | +0.3% | 206,791 | +2.9% | 9.70% | +2.3% |
| Q4 2021 | $14,720,000 | +14.7% | 201,036 | +5.7% | 9.49% | +7.3% |
| Q3 2021 | $12,829,000 | +0.9% | 190,109 | +2.2% | 8.84% | -1.1% |
| Q2 2021 | $12,714,000 | +19.2% | 185,953 | +13.8% | 8.94% | +6.4% |
| Q1 2021 | $10,667,000 | +79.5% | 163,398 | +63.6% | 8.40% | +48.1% |
| Q4 2020 | $5,944,000 | – | 99,854 | – | 5.67% | – |
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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% |