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 | $390,573 | -13.9% | 6,059 | -10.4% | 0.08% | -12.5% |
| Q2 2023 | $453,807 | -52.2% | 6,764 | -53.2% | 0.09% | -49.4% |
| Q1 2023 | $948,428 | -2.1% | 14,462 | -1.4% | 0.17% | -2.2% |
| Q4 2022 | $968,325 | +12.9% | 14,667 | 0.0% | 0.18% | -3.3% |
| Q3 2022 | $858,000 | -6.3% | 14,667 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $916,000 | -12.5% | 14,667 | 0.0% | 0.19% | +3.9% |
| Q1 2022 | $1,047,000 | -8.2% | 14,667 | -5.9% | 0.18% | -2.7% |
| Q4 2021 | $1,141,000 | +8.6% | 15,587 | +0.0% | 0.18% | -8.0% |
| Q3 2021 | $1,051,000 | -1.3% | 15,580 | +0.0% | 0.20% | -16.9% |
| Q2 2021 | $1,065,000 | +4.7% | 15,573 | 0.0% | 0.24% | -1.6% |
| Q1 2021 | $1,017,000 | +2.6% | 15,573 | -1.6% | 0.25% | +4.7% |
| Q4 2020 | $991,000 | +15.0% | 15,823 | -4.2% | 0.24% | -3.7% |
| Q3 2020 | $862,000 | +2.9% | 16,523 | -1.1% | 0.24% | 0.0% |
| Q2 2020 | $838,000 | +13.2% | 16,713 | 0.0% | 0.24% | -2.4% |
| Q1 2020 | $740,000 | -31.4% | 16,713 | -6.9% | 0.25% | -11.7% |
| Q4 2019 | $1,079,000 | +5.0% | 17,953 | -1.0% | 0.28% | -2.7% |
| Q3 2019 | $1,028,000 | +9.7% | 18,128 | +7.1% | 0.29% | +7.4% |
| Q2 2019 | $937,000 | – | 16,928 | – | 0.27% | – |
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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% |