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 2021 | $205,000 | -9.3% | 2,795 | -15.4% | 0.02% | -19.4% |
| Q2 2021 | $226,000 | +4.6% | 3,302 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $216,000 | -11.5% | 3,302 | -19.5% | 0.03% | -16.2% |
| Q4 2020 | $244,000 | -5.1% | 4,104 | -16.6% | 0.04% | -19.6% |
| Q3 2020 | $257,000 | -23.5% | 4,922 | -26.6% | 0.05% | -31.3% |
| Q2 2020 | $336,000 | -18.8% | 6,705 | -28.3% | 0.07% | -41.7% |
| Q1 2020 | $414,000 | +32.3% | 9,357 | +79.8% | 0.12% | +62.0% |
| Q4 2019 | $313,000 | +9.8% | 5,203 | +3.6% | 0.07% | 0.0% |
| Q3 2019 | $285,000 | -4.4% | 5,024 | -5.5% | 0.07% | -2.7% |
| Q2 2019 | $298,000 | +12.0% | 5,317 | +9.5% | 0.07% | +7.4% |
| Q1 2019 | $266,000 | +11.3% | 4,854 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $239,000 | – | 4,854 | – | 0.07% | – |
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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% |