SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $114,285,000 | +63.1% | 1,899,160 | +53.8% | 0.72% | +48.9% |
| Q3 2019 | $70,064,000 | +15.9% | 1,234,834 | +14.7% | 0.48% | +10.5% |
| Q2 2019 | $60,454,000 | -4.1% | 1,076,795 | -6.5% | 0.44% | -9.3% |
| Q1 2019 | $63,026,000 | +36.7% | 1,152,058 | +23.1% | 0.48% | +16.1% |
| Q4 2018 | $46,091,000 | -7.0% | 935,947 | +5.9% | 0.42% | 0.0% |
| Q3 2018 | $49,563,000 | +33.0% | 883,791 | +25.2% | 0.42% | +19.6% |
| Q2 2018 | $37,275,000 | 0.0% | 705,830 | 0.0% | 0.35% | 0.0% |
| Q1 2018 | $37,275,000 | +2.8% | 705,830 | +6.4% | 0.35% | +0.3% |
| Q4 2017 | $36,257,000 | +20.9% | 663,218 | +14.6% | 0.35% | +6.5% |
| Q3 2017 | $29,977,000 | +13.5% | 578,578 | +10.0% | 0.32% | +4.8% |
| Q2 2017 | $26,409,000 | +28.9% | 526,068 | +27.7% | 0.31% | +19.2% |
| Q1 2017 | $20,485,000 | +20.7% | 412,114 | +16.8% | 0.26% | +10.2% |
| Q4 2016 | $16,966,000 | +34.2% | 352,792 | +27.2% | 0.24% | +24.9% |
| Q3 2016 | $12,643,000 | +56.2% | 277,458 | +53.2% | 0.19% | +46.5% |
| Q2 2016 | $8,096,000 | +10.8% | 181,074 | +7.0% | 0.13% | 0.0% |
| Q1 2016 | $7,308,000 | +14.3% | 169,165 | +12.3% | 0.13% | +9.3% |
| Q4 2015 | $6,391,000 | +18.8% | 150,572 | +11.5% | 0.12% | +6.3% |
| Q3 2015 | $5,380,000 | -17.9% | 135,075 | -11.2% | 0.11% | -8.3% |
| Q2 2015 | $6,549,000 | +84.8% | 152,190 | +85.8% | 0.12% | +77.9% |
| Q1 2015 | $3,543,000 | +151.6% | 81,889 | +156.5% | 0.07% | +119.4% |
| Q4 2014 | $1,408,000 | +26.7% | 31,928 | +22.6% | 0.03% | +3.3% |
| Q3 2014 | $1,111,000 | +14.4% | 26,047 | +14.9% | 0.03% | +11.1% |
| Q2 2014 | $971,000 | +121.7% | 22,660 | +113.4% | 0.03% | +107.7% |
| Q1 2014 | $438,000 | +37.7% | 10,620 | +36.1% | 0.01% | +30.0% |
| Q4 2013 | $318,000 | +97.5% | 7,803 | +80.7% | 0.01% | +100.0% |
| Q3 2013 | $161,000 | +22.9% | 4,318 | +19.1% | 0.01% | 0.0% |
| Q2 2013 | $131,000 | – | 3,626 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,297,083 | $374,865,000 | 19.29% |
| Treybourne Wealth Planners, Inc. | 366,639 | $21,826,000 | 15.72% |
| APPLETON GROUP, LLC | 254,812 | $15,169,000 | 14.80% |
| Mokosak Advisory Group, LLC | 482,360 | $28,720,000 | 13.72% |
| Reby Advisors, LLC | 792,867 | $47,199,000 | 12.36% |
| BALLAST ADVISORS LLC | 363,562 | $21,643,000 | 11.15% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 272,604 | $16,228,000 | 9.64% |
| GenWealth Group, Inc. | 459,420 | $27,349,000 | 9.06% |
| Northern Capital Management, Inc. | 154,928 | $9,223,000 | 8.98% |
| Krilogy Financial LLC | 1,199,885 | $71,429,000 | 8.57% |