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 2023 | $205,996 | +2.3% | 3,070 | 0.0% | 0.10% | -4.5% |
| Q1 2023 | $201,359 | -12.1% | 3,070 | -11.5% | 0.11% | -17.9% |
| Q4 2022 | $229,118 | +12.9% | 3,470 | 0.0% | 0.13% | +1.5% |
| Q3 2022 | $203,000 | -6.5% | 3,470 | 0.0% | 0.13% | +13.8% |
| Q2 2022 | $217,000 | -12.5% | 3,470 | 0.0% | 0.12% | +0.9% |
| Q1 2022 | $248,000 | -2.4% | 3,470 | 0.0% | 0.12% | +7.5% |
| Q4 2021 | $254,000 | +8.5% | 3,470 | 0.0% | 0.11% | -3.6% |
| Q3 2021 | $234,000 | -1.3% | 3,470 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $237,000 | +1.7% | 3,470 | -2.6% | 0.11% | -4.3% |
| Q1 2021 | $233,000 | -26.5% | 3,563 | -33.2% | 0.12% | -31.4% |
| Q4 2020 | $317,000 | +41.5% | 5,330 | +24.3% | 0.17% | +21.6% |
| Q3 2020 | $224,000 | -5.1% | 4,287 | -9.1% | 0.14% | -13.7% |
| Q2 2020 | $236,000 | +12.9% | 4,718 | 0.0% | 0.16% | -11.5% |
| Q1 2020 | $209,000 | -26.4% | 4,718 | 0.0% | 0.18% | -6.2% |
| Q4 2019 | $284,000 | +6.8% | 4,718 | +0.6% | 0.19% | +0.5% |
| Q3 2019 | $266,000 | +4.3% | 4,688 | +3.2% | 0.19% | +4.3% |
| Q2 2019 | $255,000 | – | 4,544 | – | 0.18% | – |
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% |