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 | $3,780,064 | +26.4% | 58,642 | +31.6% | 0.05% | +25.6% |
| Q2 2023 | $2,989,882 | +2.3% | 44,565 | +0.7% | 0.04% | -18.9% |
| Q1 2023 | $2,922,160 | 0.0% | 44,262 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $2,922,160 | +14.4% | 44,262 | +1.4% | 0.05% | +1.9% |
| Q3 2022 | $2,554,000 | -3.2% | 43,654 | +3.3% | 0.05% | 0.0% |
| Q2 2022 | $2,638,000 | +11.2% | 42,261 | +27.2% | 0.05% | +10.6% |
| Q1 2022 | $2,372,000 | +19.2% | 33,227 | +22.3% | 0.05% | +23.7% |
| Q4 2021 | $1,990,000 | +27.5% | 27,173 | +17.5% | 0.04% | +18.8% |
| Q3 2021 | $1,561,000 | +1.2% | 23,130 | +2.5% | 0.03% | -13.5% |
| Q2 2021 | $1,543,000 | +47.4% | 22,573 | +40.7% | 0.04% | -28.8% |
| Q1 2021 | $1,047,000 | +7.7% | 16,043 | -1.7% | 0.05% | +2.0% |
| Q4 2020 | $972,000 | -8.6% | 16,328 | -19.8% | 0.05% | -37.0% |
| Q3 2020 | $1,063,000 | +5.5% | 20,365 | +1.3% | 0.08% | -15.6% |
| Q2 2020 | $1,008,000 | -6.4% | 20,109 | -17.4% | 0.10% | -7.7% |
| Q1 2020 | $1,077,000 | -19.7% | 24,336 | +9.1% | 0.10% | -19.4% |
| Q4 2019 | $1,341,000 | +14.1% | 22,299 | +7.7% | 0.13% | +1.6% |
| Q3 2019 | $1,175,000 | +49.7% | 20,713 | +48.1% | 0.13% | +49.4% |
| Q2 2019 | $785,000 | +7.2% | 13,989 | +4.7% | 0.08% | -7.6% |
| Q1 2019 | $732,000 | -8.4% | 13,364 | -17.6% | 0.09% | -24.6% |
| Q4 2018 | $799,000 | +75.6% | 16,209 | +99.9% | 0.12% | +74.3% |
| Q3 2018 | $455,000 | +7.6% | 8,107 | +1.9% | 0.07% | +2.9% |
| Q2 2018 | $423,000 | +8.2% | 7,959 | +7.6% | 0.07% | -10.5% |
| Q1 2018 | $391,000 | – | 7,395 | – | 0.08% | – |
Download | ||||||
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% |