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 2020 | $17,000 | +13.3% | 285 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $15,000 | +7.1% | 285 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +7.7% | 285 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $13,000 | -23.5% | 285 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $17,000 | +6.2% | 285 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $16,000 | 0.0% | 285 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $16,000 | 0.0% | 285 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 285 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 285 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 285 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | +200.0% | 285 | +128.0% | 0.01% | +20.0% |
| Q1 2016 | $5,000 | – | 125 | – | 0.01% | – |
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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% |