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 | $226,160 | -94.4% | 3,371 | -94.5% | 0.00% | -100.0% |
| Q1 2023 | $4,036,777 | -30.3% | 61,555 | -29.8% | 0.00% | -33.3% |
| Q4 2022 | $5,790,812 | +1513.0% | 87,713 | +1494.8% | 0.00% | – |
| Q1 2021 | $359,000 | +45.3% | 5,500 | +16.2% | 0.00% | – |
| Q3 2020 | $247,000 | -83.7% | 4,732 | -84.3% | 0.00% | -100.0% |
| Q2 2020 | $1,513,000 | -63.0% | 30,194 | -67.3% | 0.00% | -75.0% |
| Q1 2020 | $4,090,000 | +82.9% | 92,381 | +148.4% | 0.00% | +33.3% |
| Q4 2019 | $2,236,000 | -73.7% | 37,187 | -75.5% | 0.00% | -80.0% |
| Q2 2019 | $8,514,000 | +848.1% | 151,654 | +824.8% | 0.02% | +1400.0% |
| Q1 2019 | $898,000 | -76.8% | 16,398 | -79.1% | 0.00% | -87.5% |
| Q4 2018 | $3,874,000 | -0.5% | 78,602 | +13.3% | 0.01% | 0.0% |
| Q3 2018 | $3,892,000 | -44.8% | 69,394 | -47.7% | 0.01% | -52.9% |
| Q2 2018 | $7,055,000 | -10.0% | 132,810 | -10.5% | 0.02% | -15.0% |
| Q1 2018 | $7,840,000 | +14.5% | 148,374 | +18.5% | 0.02% | 0.0% |
| Q4 2017 | $6,846,000 | +56.6% | 125,228 | +48.4% | 0.02% | +42.9% |
| Q3 2017 | $4,372,000 | -44.9% | 84,372 | -46.6% | 0.01% | -50.0% |
| Q2 2017 | $7,930,000 | -9.5% | 157,973 | -10.4% | 0.03% | -28.2% |
| Q1 2017 | $8,759,000 | +42.7% | 176,311 | +28.7% | 0.04% | +30.0% |
| Q2 2016 | $6,136,000 | +2198.1% | 137,003 | +2074.0% | 0.03% | +1400.0% |
| Q4 2015 | $267,000 | -40.5% | 6,302 | -44.1% | 0.00% | -33.3% |
| Q3 2015 | $449,000 | -74.3% | 11,270 | -72.3% | 0.00% | -72.7% |
| Q2 2015 | $1,748,000 | -3.5% | 40,629 | -2.9% | 0.01% | -21.4% |
| Q1 2015 | $1,811,000 | -53.1% | 41,845 | -52.2% | 0.01% | -51.7% |
| Q4 2014 | $3,858,000 | -11.7% | 87,488 | -14.6% | 0.03% | -35.6% |
| Q3 2014 | $4,367,000 | – | 102,410 | – | 0.04% | – |
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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% |