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 | $2,864,325 | -6.0% | 44,436 | -2.2% | 1.22% | -3.6% |
| Q2 2023 | $3,047,820 | -2.4% | 45,429 | -4.6% | 1.26% | -10.0% |
| Q1 2023 | $3,122,976 | +6.8% | 47,621 | +7.5% | 1.40% | -4.6% |
| Q4 2022 | $2,923,570 | +27.4% | 44,283 | +12.9% | 1.47% | +15.6% |
| Q3 2022 | $2,295,000 | +7.9% | 39,222 | +15.2% | 1.27% | -1.7% |
| Q2 2022 | $2,126,000 | -28.0% | 34,059 | -17.6% | 1.29% | -24.3% |
| Q1 2022 | $2,952,000 | -3.5% | 41,340 | -1.0% | 1.71% | -7.6% |
| Q4 2021 | $3,058,000 | +21.1% | 41,768 | +11.6% | 1.85% | +6.7% |
| Q3 2021 | $2,525,000 | -9.4% | 37,422 | -8.3% | 1.73% | -9.8% |
| Q2 2021 | $2,788,000 | -0.0% | 40,790 | -4.5% | 1.92% | -21.6% |
| Q1 2021 | $2,789,000 | +7.5% | 42,732 | -2.0% | 2.45% | +2.2% |
| Q4 2020 | $2,595,000 | – | 43,593 | – | 2.39% | – |
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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% |