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 2022 | $323,000 | -0.6% | 5,520 | +6.1% | 0.04% | +2.6% |
| Q2 2022 | $325,000 | -8.5% | 5,201 | +4.6% | 0.04% | +2.6% |
| Q1 2022 | $355,000 | -1.1% | 4,972 | +1.5% | 0.04% | -2.6% |
| Q4 2021 | $359,000 | +4.1% | 4,899 | -4.2% | 0.04% | 0.0% |
| Q3 2021 | $345,000 | -0.9% | 5,116 | +0.4% | 0.04% | +2.6% |
| Q2 2021 | $348,000 | -10.8% | 5,095 | -14.7% | 0.04% | -19.1% |
| Q1 2021 | $390,000 | +8.3% | 5,972 | -1.2% | 0.05% | -11.3% |
| Q4 2020 | $360,000 | +33.8% | 6,046 | +17.4% | 0.05% | +17.8% |
| Q3 2020 | $269,000 | +1.5% | 5,151 | -2.6% | 0.04% | -2.2% |
| Q2 2020 | $265,000 | +9.5% | 5,288 | -3.1% | 0.05% | 0.0% |
| Q1 2020 | $242,000 | -14.8% | 5,458 | +15.3% | 0.05% | +15.0% |
| Q4 2019 | $284,000 | +14.5% | 4,732 | +8.3% | 0.04% | 0.0% |
| Q3 2019 | $248,000 | -11.4% | 4,368 | -12.6% | 0.04% | -11.1% |
| Q2 2019 | $280,000 | -4.1% | 4,995 | -6.2% | 0.04% | -10.0% |
| Q1 2019 | $292,000 | +21.2% | 5,325 | +8.9% | 0.05% | 0.0% |
| Q4 2018 | $241,000 | -12.4% | 4,889 | -0.3% | 0.05% | -7.4% |
| Q3 2018 | $275,000 | +7.4% | 4,903 | +1.6% | 0.05% | -23.9% |
| Q2 2018 | $256,000 | +0.8% | 4,825 | +0.1% | 0.07% | 0.0% |
| Q1 2018 | $254,000 | -2.3% | 4,819 | +1.2% | 0.07% | -1.4% |
| Q4 2017 | $260,000 | -31.6% | 4,762 | -35.2% | 0.07% | -37.9% |
| Q3 2017 | $380,000 | +3.0% | 7,349 | -0.0% | 0.12% | -3.3% |
| Q2 2017 | $369,000 | +3.7% | 7,350 | +2.5% | 0.12% | +3.4% |
| Q1 2017 | $356,000 | +9.5% | 7,169 | +6.0% | 0.12% | +10.5% |
| Q4 2016 | $325,000 | +6.2% | 6,762 | +0.8% | 0.10% | +4.0% |
| Q3 2016 | $306,000 | +4.4% | 6,710 | +2.6% | 0.10% | +3.1% |
| Q2 2016 | $293,000 | +5.4% | 6,541 | +1.6% | 0.10% | -1.0% |
| Q1 2016 | $278,000 | +7.3% | 6,436 | +5.3% | 0.10% | +4.2% |
| Q4 2015 | $259,000 | +23.9% | 6,111 | +16.2% | 0.10% | +5.6% |
| Q3 2015 | $209,000 | -4.6% | 5,261 | +3.4% | 0.09% | +1.1% |
| Q2 2015 | $219,000 | -17.7% | 5,087 | -17.3% | 0.09% | -18.3% |
| Q1 2015 | $266,000 | -0.4% | 6,154 | +1.7% | 0.11% | +2.8% |
| Q4 2014 | $267,000 | +3.5% | 6,052 | 0.0% | 0.11% | 0.0% |
| Q3 2014 | $258,000 | +2.0% | 6,052 | +2.4% | 0.11% | 0.0% |
| Q2 2014 | $253,000 | -8.3% | 5,910 | -11.8% | 0.11% | -11.7% |
| Q1 2014 | $276,000 | +4.2% | 6,703 | +3.0% | 0.12% | +4.3% |
| Q4 2013 | $265,000 | +10.0% | 6,510 | +0.6% | 0.12% | +1.8% |
| Q3 2013 | $241,000 | +3.0% | 6,468 | 0.0% | 0.11% | +0.9% |
| Q2 2013 | $234,000 | – | 6,468 | – | 0.11% | – |
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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% |