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 | $288,222 | -3.5% | 4,471 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $298,750 | +2.5% | 4,452 | +0.2% | 0.01% | -8.3% |
| Q1 2023 | $291,509 | -0.5% | 4,445 | +0.2% | 0.01% | -7.7% |
| Q4 2022 | $292,951 | +13.1% | 4,437 | +0.2% | 0.01% | +8.3% |
| Q3 2022 | $259,000 | -6.2% | 4,429 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $276,000 | -11.3% | 4,422 | +1.4% | 0.01% | +9.1% |
| Q1 2022 | $311,000 | -2.5% | 4,363 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $319,000 | +8.5% | 4,357 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $294,000 | -32.3% | 4,350 | -31.4% | 0.01% | -31.2% |
| Q2 2021 | $434,000 | +4.8% | 6,344 | +0.1% | 0.02% | -5.9% |
| Q1 2021 | $414,000 | +24.0% | 6,338 | +12.8% | 0.02% | +13.3% |
| Q4 2020 | $334,000 | +16.8% | 5,619 | +2.5% | 0.02% | 0.0% |
| Q3 2020 | $286,000 | +4.4% | 5,481 | +0.3% | 0.02% | -6.2% |
| Q2 2020 | $274,000 | +13.2% | 5,466 | +0.1% | 0.02% | -5.9% |
| Q1 2020 | $242,000 | -26.0% | 5,458 | +0.2% | 0.02% | -10.5% |
| Q4 2019 | $327,000 | +6.5% | 5,447 | +0.8% | 0.02% | -5.0% |
| Q3 2019 | $307,000 | +8.1% | 5,404 | +6.7% | 0.02% | +11.1% |
| Q2 2019 | $284,000 | +3.3% | 5,066 | +0.8% | 0.02% | -5.3% |
| Q1 2019 | $275,000 | – | 5,026 | – | 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% |