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 | $4,072,052 | -11.1% | 63,172 | -7.5% | 0.01% | -12.5% |
| Q2 2023 | $4,579,889 | +5.0% | 68,265 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $4,362,102 | -13.7% | 66,516 | -13.2% | 0.01% | -20.0% |
| Q4 2022 | $5,057,061 | +25.6% | 76,601 | +11.3% | 0.01% | +11.1% |
| Q3 2022 | $4,025,000 | +2.3% | 68,795 | +9.1% | 0.01% | 0.0% |
| Q2 2022 | $3,934,000 | +44.9% | 63,028 | +65.7% | 0.01% | +80.0% |
| Q1 2022 | $2,715,000 | -6.5% | 38,027 | -4.1% | 0.01% | 0.0% |
| Q4 2021 | $2,903,000 | -77.9% | 39,642 | -79.6% | 0.01% | -81.5% |
| Q3 2021 | $13,133,000 | +9.0% | 194,618 | +10.4% | 0.03% | +8.0% |
| Q2 2021 | $12,050,000 | +1.9% | 176,250 | -2.7% | 0.02% | -7.4% |
| Q1 2021 | $11,825,000 | +17.3% | 181,147 | +7.0% | 0.03% | +8.0% |
| Q4 2020 | $10,077,000 | +935.7% | 169,271 | +807.6% | 0.02% | +733.3% |
| Q3 2020 | $973,000 | -34.9% | 18,651 | -37.5% | 0.00% | -40.0% |
| Q2 2020 | $1,495,000 | +9.8% | 29,827 | -3.0% | 0.01% | -16.7% |
| Q1 2020 | $1,361,000 | -3.9% | 30,736 | +30.5% | 0.01% | +20.0% |
| Q4 2019 | $1,416,000 | +4.3% | 23,559 | -1.6% | 0.01% | 0.0% |
| Q3 2019 | $1,358,000 | +3.0% | 23,944 | +1.9% | 0.01% | 0.0% |
| Q2 2019 | $1,319,000 | +96.0% | 23,493 | +91.1% | 0.01% | +66.7% |
| Q1 2019 | $673,000 | -4.9% | 12,296 | -2.6% | 0.00% | 0.0% |
| Q3 2018 | $708,000 | +17.8% | 12,620 | +11.5% | 0.00% | 0.0% |
| Q2 2018 | $601,000 | +6.4% | 11,317 | +5.9% | 0.00% | 0.0% |
| Q1 2018 | $565,000 | +20.0% | 10,691 | +24.0% | 0.00% | 0.0% |
| Q4 2017 | $471,000 | -30.7% | 8,620 | -34.3% | 0.00% | -25.0% |
| Q3 2017 | $680,000 | +37.1% | 13,116 | +32.8% | 0.00% | +33.3% |
| Q2 2017 | $496,000 | +3.3% | 9,879 | +2.3% | 0.00% | -25.0% |
| Q1 2017 | $480,000 | +11.6% | 9,657 | +8.1% | 0.00% | 0.0% |
| Q4 2016 | $430,000 | -1.4% | 8,936 | -6.6% | 0.00% | 0.0% |
| Q3 2016 | $436,000 | -3.8% | 9,567 | -5.5% | 0.00% | 0.0% |
| Q2 2016 | $453,000 | +4.6% | 10,123 | +1.1% | 0.00% | -20.0% |
| Q1 2016 | $433,000 | +0.9% | 10,016 | -15.5% | 0.01% | -61.5% |
| Q2 2013 | $429,000 | – | 11,855 | – | 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% |