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 | $665,807 | -38.9% | 10,329 | -36.4% | 0.00% | – |
| Q2 2023 | $1,089,072 | -55.1% | 16,233 | -56.1% | 0.00% | -100.0% |
| Q1 2023 | $2,426,132 | -29.4% | 36,995 | -28.9% | 0.00% | 0.0% |
| Q4 2022 | $3,435,483 | +54.0% | 52,037 | +36.5% | 0.00% | 0.0% |
| Q3 2022 | $2,231,000 | +34.1% | 38,123 | +43.0% | 0.00% | – |
| Q2 2022 | $1,664,000 | -51.6% | 26,660 | -44.7% | 0.00% | -100.0% |
| Q1 2022 | $3,441,000 | +422.2% | 48,199 | +393.2% | 0.00% | – |
| Q3 2021 | $659,000 | -69.8% | 9,773 | -69.4% | 0.00% | – |
| Q2 2021 | $2,184,000 | -8.4% | 31,940 | -12.6% | 0.00% | -100.0% |
| Q1 2021 | $2,385,000 | -42.1% | 36,540 | -53.7% | 0.00% | 0.0% |
| Q3 2020 | $4,117,000 | +173.2% | 78,891 | +131.8% | 0.00% | 0.0% |
| Q1 2020 | $1,507,000 | -95.6% | 34,034 | -94.3% | 0.00% | -90.0% |
| Q3 2019 | $34,038,000 | +6734.9% | 600,000 | +6657.5% | 0.01% | – |
| Q2 2019 | $498,000 | -98.0% | 8,879 | -98.1% | 0.00% | -100.0% |
| Q1 2019 | $25,505,000 | +1460.9% | 465,930 | +1116.1% | 0.01% | +700.0% |
| Q3 2014 | $1,634,000 | -60.4% | 38,315 | -61.7% | 0.00% | 0.0% |
| Q1 2014 | $4,127,000 | +8.1% | 100,135 | -5.1% | 0.00% | 0.0% |
| Q2 2013 | $3,819,000 | – | 105,501 | – | 0.00% | – |
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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% |