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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $115,000 | -12.9% | 1,845 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $132,000 | +15.8% | 1,845 | +18.1% | 0.00% | +33.3% |
| Q4 2021 | $114,000 | +1800.0% | 1,562 | +1716.3% | 0.00% | – |
| Q1 2021 | $6,000 | +20.0% | 86 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | -85.3% | 86 | -87.0% | 0.00% | -100.0% |
| Q3 2020 | $34,000 | +3.0% | 661 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $33,000 | +13.8% | 661 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | +163.6% | 661 | +269.3% | 0.00% | +100.0% |
| Q4 2019 | $11,000 | -42.1% | 179 | -51.4% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | -26.9% | 368 | -21.4% | 0.00% | -50.0% |
| Q4 2017 | $26,000 | +8.3% | 468 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $24,000 | +4.3% | 468 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $23,000 | – | 468 | – | 0.00% | – |
Download | ||||||
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% |