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 ↓ |
---|---|---|---|
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% |