SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $48,000 | +108.7% | 731 | +88.9% | 0.02% | +57.1% |
| Q4 2020 | $23,000 | 0.0% | 387 | -11.0% | 0.01% | -17.6% |
| Q3 2020 | $23,000 | -4.2% | 435 | -8.2% | 0.02% | -10.5% |
| Q2 2020 | $24,000 | +14.3% | 474 | +1.1% | 0.02% | +18.8% |
| Q1 2020 | $21,000 | -25.0% | 469 | 0.0% | 0.02% | +45.5% |
| Q4 2019 | $28,000 | -84.2% | 469 | -85.2% | 0.01% | -86.2% |
| Q2 2019 | $177,000 | – | 3,159 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |