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 2023 | $1,664,844 | -5.6% | 25,828 | -1.7% | 0.11% | -5.9% |
| Q2 2023 | $1,763,524 | +1.4% | 26,286 | -0.8% | 0.12% | -5.6% |
| Q1 2023 | $1,738,362 | -3.8% | 26,507 | -3.2% | 0.13% | -8.0% |
| Q4 2022 | $1,807,899 | +6.7% | 27,384 | -5.4% | 0.14% | +3.8% |
| Q3 2022 | $1,695,000 | -4.2% | 28,962 | +2.2% | 0.13% | +3.1% |
| Q2 2022 | $1,769,000 | +12.2% | 28,335 | +28.3% | 0.13% | +26.7% |
| Q1 2022 | $1,577,000 | +13.2% | 22,087 | +16.1% | 0.10% | +11.0% |
| Q4 2021 | $1,393,000 | +7.5% | 19,025 | -1.0% | 0.09% | -6.2% |
| Q3 2021 | $1,296,000 | +0.8% | 19,213 | +2.2% | 0.10% | +4.3% |
| Q2 2021 | $1,286,000 | +4.7% | 18,805 | -0.0% | 0.09% | -2.1% |
| Q1 2021 | $1,228,000 | +13.2% | 18,813 | +3.2% | 0.10% | +2.2% |
| Q4 2020 | $1,085,000 | +16.9% | 18,234 | +2.5% | 0.09% | +4.5% |
| Q3 2020 | $928,000 | +4.3% | 17,789 | +0.1% | 0.09% | -8.2% |
| Q2 2020 | $890,000 | +8.8% | 17,765 | -3.8% | 0.10% | -1.0% |
| Q1 2020 | $818,000 | -34.2% | 18,469 | -10.8% | 0.10% | -23.4% |
| Q4 2019 | $1,244,000 | +6.0% | 20,694 | 0.0% | 0.13% | -6.6% |
| Q3 2019 | $1,174,000 | +1.0% | 20,694 | 0.0% | 0.14% | +1.5% |
| Q2 2019 | $1,162,000 | +2.6% | 20,694 | 0.0% | 0.14% | -1.5% |
| Q1 2019 | $1,133,000 | +5.7% | 20,694 | -4.8% | 0.14% | -14.9% |
| Q4 2018 | $1,072,000 | -18.0% | 21,744 | -10.0% | 0.16% | +5.9% |
| Q3 2018 | $1,307,000 | +1.8% | 24,164 | 0.0% | 0.15% | -7.9% |
| Q2 2018 | $1,284,000 | -0.5% | 24,164 | -1.0% | 0.16% | -1.8% |
| Q1 2018 | $1,290,000 | -0.6% | 24,404 | +2.8% | 0.17% | -0.6% |
| Q4 2017 | $1,298,000 | +5.5% | 23,734 | 0.0% | 0.17% | -8.6% |
| Q3 2017 | $1,230,000 | +20.2% | 23,734 | +16.4% | 0.18% | +5.1% |
| Q2 2017 | $1,023,000 | +5.1% | 20,384 | +4.1% | 0.18% | -11.6% |
| Q1 2017 | $973,000 | – | 19,584 | – | 0.20% | – |
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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% |