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 | $53,373 | -3.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $55,551 | +2.3% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $54,300 | -0.7% | 828 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $54,665 | +13.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $48,000 | -7.7% | 828 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $52,000 | -11.9% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $59,000 | -3.3% | 828 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $61,000 | +13.0% | 828 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $54,000 | +25.6% | 828 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $43,000 | -8.5% | 828 | 0.0% | 0.02% | -11.8% |
| Q3 2019 | $47,000 | 0.0% | 828 | -8.0% | 0.02% | -15.0% |
| Q3 2017 | $47,000 | +4.4% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $45,000 | – | 900 | – | 0.02% | – |
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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% |