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 | $1,725,602 | -4.6% | 26,770 | -0.7% | 0.06% | +12.2% |
| Q2 2023 | $1,809,426 | +11.6% | 26,970 | +9.0% | 0.05% | +14.0% |
| Q1 2023 | $1,622,064 | +584.4% | 24,734 | +510.9% | 0.04% | +26.5% |
| Q3 2022 | $237,000 | -95.0% | 4,049 | -94.9% | 0.03% | -52.1% |
| Q4 2020 | $4,771,000 | +453.5% | 80,151 | +385.1% | 0.07% | +343.8% |
| Q3 2020 | $862,000 | +2.4% | 16,523 | -1.7% | 0.02% | -5.9% |
| Q2 2020 | $842,000 | -58.9% | 16,806 | -55.1% | 0.02% | -86.2% |
| Q1 2019 | $2,051,000 | +46.4% | 37,468 | +31.9% | 0.12% | -32.0% |
| Q4 2018 | $1,401,000 | -59.3% | 28,406 | -64.9% | 0.18% | -55.5% |
| Q4 2015 | $3,439,000 | +110.3% | 81,041 | +118.5% | 0.41% | -79.0% |
| Q4 2014 | $1,635,000 | – | 37,083 | – | 1.94% | – |
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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% |