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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $353 | -99.9% | 5,342 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $319,000 | -6.2% | 5,444 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $340,000 | -12.6% | 5,443 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $389,000 | -2.3% | 5,442 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $398,000 | +8.4% | 5,441 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $367,000 | -1.3% | 5,440 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $372,000 | +12.0% | 5,439 | +6.9% | 0.01% | 0.0% |
| Q1 2021 | $332,000 | +9.6% | 5,090 | +0.0% | 0.01% | +12.5% |
| Q4 2020 | $303,000 | +18.4% | 5,089 | +3.6% | 0.01% | 0.0% |
| Q3 2020 | $256,000 | +4.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $246,000 | +13.4% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $217,000 | -26.7% | 4,912 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $296,000 | +6.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $279,000 | +1.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $276,000 | +2.6% | 4,912 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $269,000 | +11.2% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $242,000 | -12.0% | 4,912 | 0.0% | 0.01% | +11.1% |
| Q3 2018 | $275,000 | +5.4% | 4,912 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $261,000 | +0.8% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $259,000 | – | 4,912 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |