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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,992 | -41.0% | 3,620 | -44.2% | 0.02% | -43.3% |
| Q2 2022 | $405,000 | +2600.0% | 6,490 | +2277.3% | 0.03% | +900.0% |
| Q3 2020 | $15,000 | -100.0% | 273 | -87.6% | 0.00% | -89.3% |
| Q1 2020 | $99,711,000 | -98.9% | 2,206 | -98.6% | 0.03% | -98.8% |
| Q4 2019 | $9,222,547,000 | +13.7% | 152,843 | +3.9% | 2.24% | -6.5% |
| Q3 2019 | $8,109,106,000 | +113234.8% | 147,144 | +16.3% | 2.40% | +0.5% |
| Q2 2019 | $7,155,000 | -99.9% | 126,519 | +3.8% | 2.39% | -1.6% |
| Q1 2019 | $6,706,907,000 | +119049.2% | 121,833 | +14.8% | 2.43% | -8.6% |
| Q4 2018 | $5,629,000 | +21.4% | 106,162 | +19.3% | 2.66% | +125.7% |
| Q3 2018 | $4,636,000 | +12.0% | 89,016 | +17.9% | 1.18% | +13.3% |
| Q2 2018 | $4,141,000 | +54.8% | 75,504 | +50.5% | 1.04% | +12.1% |
| Q1 2018 | $2,675,000 | +43.0% | 50,185 | +52.9% | 0.93% | +52.5% |
| Q4 2017 | $1,870,000 | +15.9% | 32,827 | +7.6% | 0.61% | +34.8% |
| Q3 2017 | $1,614,000 | +28.3% | 30,515 | +23.7% | 0.45% | +23.9% |
| Q2 2017 | $1,258,000 | +27.1% | 24,674 | +23.8% | 0.36% | +6.4% |
| Q1 2017 | $990,000 | +3435.7% | 19,934 | +3099.7% | 0.34% | +2750.0% |
| Q3 2016 | $28,000 | – | 623 | – | 0.01% | – |
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% |