SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $644,000 | -24.9% | 14,540 | +1.9% | 0.11% | -2.6% |
| Q4 2019 | $858,000 | +6.3% | 14,275 | 0.0% | 0.12% | -3.3% |
| Q3 2019 | $807,000 | +4.7% | 14,275 | +4.0% | 0.12% | +8.0% |
| Q2 2019 | $771,000 | +21.6% | 13,728 | +18.6% | 0.11% | +17.9% |
| Q1 2019 | $634,000 | +12.0% | 11,578 | 0.0% | 0.10% | +2.2% |
| Q4 2018 | $566,000 | +11.4% | 11,578 | +28.2% | 0.09% | +32.9% |
| Q3 2018 | $508,000 | +8.1% | 9,028 | +2.0% | 0.07% | +1.4% |
| Q2 2018 | $470,000 | -0.6% | 8,850 | -0.3% | 0.07% | 0.0% |
| Q1 2018 | $473,000 | -2.5% | 8,874 | 0.0% | 0.07% | -5.5% |
| Q4 2017 | $485,000 | +5.2% | 8,874 | -0.2% | 0.07% | 0.0% |
| Q3 2017 | $461,000 | +3.1% | 8,895 | -0.2% | 0.07% | +25.9% |
| Q2 2017 | $447,000 | +0.4% | 8,910 | -0.6% | 0.06% | -17.1% |
| Q1 2017 | $445,000 | +4.5% | 8,967 | +1.3% | 0.07% | -1.4% |
| Q4 2016 | $426,000 | +5.7% | 8,850 | 0.0% | 0.07% | +2.9% |
| Q3 2016 | $403,000 | +1.8% | 8,850 | 0.0% | 0.07% | +1.5% |
| Q2 2016 | $396,000 | -47.3% | 8,850 | -50.0% | 0.07% | -17.1% |
| Q4 2015 | $751,000 | +113.4% | 17,700 | +100.0% | 0.08% | +12.3% |
| Q3 2015 | $352,000 | -7.6% | 8,850 | 0.0% | 0.07% | -1.4% |
| Q2 2015 | $381,000 | -0.5% | 8,850 | 0.0% | 0.07% | +1.4% |
| Q1 2015 | $383,000 | – | 8,850 | – | 0.07% | – |
Download | ||||||
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% |