SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $615,000 | -16.7% | 13,901 | +13.2% | 0.53% | +1.3% |
| Q4 2019 | $738,000 | +9.3% | 12,280 | +3.1% | 0.53% | +3.1% |
| Q3 2019 | $675,000 | +2.3% | 11,905 | +1.3% | 0.51% | +0.2% |
| Q2 2019 | $660,000 | +35.8% | 11,752 | +32.5% | 0.51% | +35.6% |
| Q1 2019 | $486,000 | +12.8% | 8,871 | +1.5% | 0.38% | +2.5% |
| Q4 2018 | $431,000 | +0.9% | 8,739 | +14.6% | 0.37% | +12.2% |
| Q3 2018 | $427,000 | +26.0% | 7,623 | +19.6% | 0.33% | +25.8% |
| Q2 2018 | $339,000 | +11.5% | 6,375 | +11.0% | 0.26% | +9.2% |
| Q1 2018 | $304,000 | +32.8% | 5,745 | +37.1% | 0.24% | +36.8% |
| Q4 2017 | $229,000 | – | 4,189 | – | 0.17% | – |
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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% |