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 2022 | $207,000 | -5.9% | 3,532 | +0.3% | 0.00% | 0.0% |
Q2 2022 | $220,000 | -12.4% | 3,522 | +0.3% | 0.00% | 0.0% |
Q1 2022 | $251,000 | -4.2% | 3,513 | -1.8% | 0.00% | 0.0% |
Q4 2021 | $262,000 | +11.0% | 3,577 | +2.2% | 0.00% | 0.0% |
Q3 2021 | $236,000 | +12.9% | 3,501 | -12.4% | 0.00% | -20.0% |
Q3 2020 | $209,000 | +808.7% | 3,996 | +818.6% | 0.01% | +400.0% |
Q3 2017 | $23,000 | – | 435 | – | 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% |