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 2021 | $203,000 | -12.1% | 3,004 | -11.0% | 0.08% | -10.9% |
| Q2 2021 | $231,000 | +4.5% | 3,374 | -0.3% | 0.09% | -4.2% |
| Q1 2021 | $221,000 | -29.8% | 3,385 | -36.0% | 0.10% | -21.3% |
| Q4 2020 | $315,000 | +15.4% | 5,289 | +1.2% | 0.12% | -0.8% |
| Q3 2020 | $273,000 | +0.4% | 5,225 | -3.8% | 0.12% | -8.2% |
| Q2 2020 | $272,000 | -8.4% | 5,429 | +9.9% | 0.13% | -1.5% |
| Q4 2019 | $297,000 | +26.4% | 4,938 | +19.0% | 0.14% | +21.4% |
| Q3 2019 | $235,000 | 0.0% | 4,148 | -0.7% | 0.11% | +5.7% |
| Q2 2019 | $235,000 | -18.7% | 4,178 | -21.0% | 0.11% | -22.6% |
| Q1 2019 | $289,000 | -64.7% | 5,286 | -68.2% | 0.14% | -67.4% |
| Q4 2018 | $819,000 | -6.9% | 16,608 | +5.9% | 0.42% | +18.6% |
| Q3 2018 | $880,000 | +13.1% | 15,685 | +7.0% | 0.35% | +0.3% |
| Q2 2018 | $778,000 | +26.9% | 14,655 | +26.4% | 0.35% | +26.5% |
| Q1 2018 | $613,000 | +16.1% | 11,598 | +20.2% | 0.28% | +22.9% |
| Q4 2017 | $528,000 | +19.7% | 9,651 | +13.4% | 0.23% | +22.0% |
| Q3 2017 | $441,000 | +10.0% | 8,507 | +6.6% | 0.19% | +1.6% |
| Q2 2017 | $401,000 | +13.0% | 7,984 | +11.9% | 0.18% | +10.9% |
| Q1 2017 | $355,000 | – | 7,138 | – | 0.16% | – |
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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% |