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 | $2,734,329 | -8.1% | 42,419 | -4.3% | 0.40% | -10.1% |
| Q2 2023 | $2,974,701 | -2.9% | 44,339 | -5.1% | 0.45% | -9.0% |
| Q1 2023 | $3,064,160 | -2.2% | 46,724 | -1.5% | 0.49% | -9.8% |
| Q4 2022 | $3,132,253 | +12.6% | 47,444 | -0.2% | 0.54% | +8.2% |
| Q3 2022 | $2,782,000 | -7.2% | 47,544 | -1.0% | 0.50% | -2.9% |
| Q2 2022 | $2,999,000 | -16.5% | 48,039 | -4.5% | 0.52% | -1.9% |
| Q1 2022 | $3,592,000 | +4.6% | 50,309 | +7.3% | 0.53% | +8.4% |
| Q4 2021 | $3,433,000 | +9.6% | 46,889 | +1.0% | 0.49% | +8.2% |
| Q3 2021 | $3,132,000 | +4.4% | 46,414 | +5.7% | 0.45% | +0.2% |
| Q2 2021 | $3,001,000 | +16.6% | 43,894 | +11.3% | 0.45% | +12.3% |
| Q1 2021 | $2,574,000 | +160.3% | 39,424 | +137.3% | 0.40% | +126.7% |
| Q4 2020 | $989,000 | -43.6% | 16,614 | -50.5% | 0.18% | -45.3% |
| Q3 2020 | $1,752,000 | +5.6% | 33,579 | +1.4% | 0.32% | -5.6% |
| Q2 2020 | $1,659,000 | +15.2% | 33,114 | +1.8% | 0.34% | -2.3% |
| Q1 2020 | $1,440,000 | -29.9% | 32,531 | -4.7% | 0.35% | -11.4% |
| Q4 2019 | $2,053,000 | +7.8% | 34,145 | +1.7% | 0.39% | -6.6% |
| Q3 2019 | $1,904,000 | +0.3% | 33,570 | -0.7% | 0.42% | -29.1% |
| Q2 2019 | $1,898,000 | +2.4% | 33,805 | -0.1% | 0.60% | +21.4% |
| Q1 2019 | $1,853,000 | +22.2% | 33,855 | +10.1% | 0.49% | -8.1% |
| Q4 2018 | $1,516,000 | -10.6% | 30,759 | +1.8% | 0.53% | +43.7% |
| Q3 2018 | $1,695,000 | +4.1% | 30,222 | -1.4% | 0.37% | +1.4% |
| Q2 2018 | $1,628,000 | -86.9% | 30,652 | -87.0% | 0.37% | -87.9% |
| Q1 2018 | $12,439,000 | -9.6% | 235,418 | -6.4% | 3.04% | -11.0% |
| Q4 2017 | $13,754,000 | +16.4% | 251,579 | +10.4% | 3.41% | +16.1% |
| Q3 2017 | $11,812,000 | +47.3% | 227,942 | +42.7% | 2.94% | +38.3% |
| Q2 2017 | $8,017,000 | -56.0% | 159,702 | -56.5% | 2.12% | -57.1% |
| Q1 2017 | $18,226,000 | +15.1% | 366,860 | +11.4% | 4.95% | +5.3% |
| Q4 2016 | $15,841,000 | -3.0% | 329,398 | -8.1% | 4.70% | -3.4% |
| Q3 2016 | $16,333,000 | +3.3% | 358,502 | +1.5% | 4.87% | -5.3% |
| Q2 2016 | $15,816,000 | +45088.6% | 353,115 | +44039.4% | 5.14% | +36628.6% |
| Q1 2016 | $35,000 | +40.0% | 800 | +33.3% | 0.01% | +55.6% |
| Q4 2015 | $25,000 | +212.5% | 600 | +200.0% | 0.01% | +200.0% |
| Q3 2015 | $8,000 | – | 200 | +1718.2% | 0.00% | – |
| Q3 2013 | $0 | -100.0% | 11 | -31.2% | 0.00% | – |
| Q2 2013 | $1,000 | – | 16 | – | 0.00% | – |
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% |