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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,032,000 | -12.6% | 16,530 | -0.9% | 0.08% | +400.0% |
| Q1 2022 | $1,181,000 | +62.7% | 16,688 | +68.2% | 0.02% | -68.8% |
| Q4 2021 | $726,000 | +3.4% | 9,920 | -4.7% | 0.05% | 0.0% |
| Q3 2021 | $702,000 | +17.4% | 10,407 | +19.0% | 0.05% | +14.3% |
| Q2 2021 | $598,000 | +5.5% | 8,749 | +0.8% | 0.04% | -4.5% |
| Q1 2021 | $567,000 | +15.7% | 8,678 | +5.5% | 0.04% | +10.0% |
| Q4 2020 | $490,000 | +36.9% | 8,226 | +19.9% | 0.04% | +21.2% |
| Q3 2020 | $358,000 | +1.4% | 6,863 | -2.6% | 0.03% | +3.1% |
| Q2 2020 | $353,000 | -40.8% | 7,045 | -47.7% | 0.03% | -67.0% |
| Q1 2020 | $596,000 | -57.3% | 13,474 | -42.0% | 0.10% | -56.7% |
| Q4 2019 | $1,396,000 | -1.3% | 23,226 | -6.8% | 0.22% | +7.2% |
| Q3 2019 | $1,414,000 | -2.0% | 24,929 | -3.0% | 0.21% | -1.9% |
| Q2 2019 | $1,443,000 | +2.6% | 25,701 | -0.0% | 0.21% | +11.5% |
| Q1 2019 | $1,407,000 | +9.7% | 25,705 | -1.2% | 0.19% | -2.1% |
| Q4 2018 | $1,283,000 | -20.4% | 26,030 | -9.4% | 0.20% | +26.6% |
| Q3 2018 | $1,611,000 | -5.4% | 28,727 | -10.4% | 0.15% | -36.9% |
| Q2 2018 | $1,703,000 | +0.7% | 32,055 | +0.1% | 0.24% | +3.0% |
| Q1 2018 | $1,692,000 | +7.8% | 32,024 | +11.5% | 0.24% | -6.0% |
| Q4 2017 | $1,570,000 | -2.4% | 28,712 | -7.5% | 0.25% | +8.6% |
| Q3 2017 | $1,609,000 | +6.0% | 31,046 | +2.7% | 0.23% | 0.0% |
| Q2 2017 | $1,518,000 | +2.2% | 30,244 | +1.1% | 0.23% | +2.2% |
| Q1 2017 | $1,485,000 | -7.8% | 29,901 | -10.7% | 0.23% | -13.7% |
| Q4 2016 | $1,611,000 | -6.1% | 33,494 | -11.1% | 0.26% | +0.8% |
| Q3 2016 | $1,716,000 | -15.8% | 37,672 | -17.2% | 0.26% | -19.9% |
| Q2 2016 | $2,038,000 | +7.2% | 45,492 | +3.4% | 0.33% | +105.0% |
| Q1 2016 | $1,901,000 | -4.2% | 44,000 | -5.9% | 0.16% | -50.2% |
| Q4 2015 | $1,985,000 | +7.5% | 46,783 | +0.9% | 0.32% | +9.6% |
| Q3 2015 | $1,846,000 | -5.6% | 46,366 | +2.0% | 0.29% | -3.3% |
| Q2 2015 | $1,956,000 | +0.6% | 45,462 | +1.1% | 0.30% | -3.5% |
| Q1 2015 | $1,945,000 | -15.0% | 44,957 | -13.3% | 0.31% | -27.6% |
| Q4 2014 | $2,287,000 | – | 51,865 | – | 0.43% | – |
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% |