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 | $68,000 | -5.6% | 1,166 | +0.6% | 0.02% | -4.2% |
| Q2 2022 | $72,000 | -12.2% | 1,159 | +0.6% | 0.02% | +4.3% |
| Q1 2022 | $82,000 | -1.2% | 1,152 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $83,000 | +9.2% | 1,146 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $76,000 | -19.1% | 1,140 | -17.6% | 0.02% | -17.9% |
| Q2 2021 | $94,000 | +5.6% | 1,384 | +0.5% | 0.03% | 0.0% |
| Q1 2021 | $89,000 | +9.9% | 1,377 | +0.4% | 0.03% | +7.7% |
| Q4 2020 | $81,000 | +14.1% | 1,371 | +0.7% | 0.03% | 0.0% |
| Q3 2020 | $71,000 | +6.0% | 1,362 | +1.3% | 0.03% | +8.3% |
| Q2 2020 | $67,000 | +13.6% | 1,345 | +0.7% | 0.02% | +4.3% |
| Q1 2020 | $59,000 | -25.3% | 1,335 | +0.9% | 0.02% | -11.5% |
| Q4 2019 | $79,000 | -13.2% | 1,323 | -17.8% | 0.03% | -18.8% |
| Q3 2019 | $91,000 | +550.0% | 1,610 | +429.6% | 0.03% | +433.3% |
| Q4 2018 | $14,000 | -12.5% | 304 | +1.3% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | – | 300 | – | 0.01% | – |
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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% |