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 | $619,138 | +16.8% | 9,605 | +21.6% | 0.01% | +12.5% |
| Q2 2023 | $530,011 | +72.5% | 7,900 | +68.7% | 0.01% | +60.0% |
| Q1 2023 | $307,177 | -17.5% | 4,684 | -16.9% | 0.01% | -16.7% |
| Q4 2022 | $372,221 | +39.9% | 5,638 | +24.1% | 0.01% | +20.0% |
| Q3 2022 | $266,000 | -20.1% | 4,543 | -14.7% | 0.01% | -16.7% |
| Q2 2022 | $333,000 | -30.5% | 5,327 | -20.6% | 0.01% | -25.0% |
| Q1 2022 | $479,000 | +6.4% | 6,710 | +9.2% | 0.01% | +14.3% |
| Q4 2021 | $450,000 | +5.1% | 6,146 | -3.2% | 0.01% | 0.0% |
| Q3 2021 | $428,000 | +36.3% | 6,346 | +38.1% | 0.01% | +40.0% |
| Q2 2021 | $314,000 | +4.7% | 4,595 | +0.2% | 0.01% | -16.7% |
| Q1 2021 | $300,000 | +2.7% | 4,588 | -6.3% | 0.01% | -14.3% |
| Q4 2020 | $292,000 | +33.3% | 4,899 | +12.1% | 0.01% | +16.7% |
| Q2 2020 | $219,000 | +3.8% | 4,371 | -8.4% | 0.01% | -25.0% |
| Q1 2020 | $211,000 | -26.2% | 4,773 | +0.4% | 0.01% | 0.0% |
| Q4 2019 | $286,000 | – | 4,755 | – | 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% |