SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,494,312 | -4.0% | 23,182 | -0.1% | 0.03% | -8.6% |
| Q2 2023 | $1,557,025 | +4.6% | 23,208 | +2.2% | 0.04% | -12.5% |
| Q1 2023 | $1,489,191 | -2.8% | 22,708 | -2.2% | 0.04% | +2.6% |
| Q4 2022 | $1,532,192 | +12.8% | 23,208 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $1,358,000 | +175.5% | 23,208 | +194.0% | 0.04% | +216.7% |
| Q2 2022 | $493,000 | -17.8% | 7,895 | -6.0% | 0.01% | -7.7% |
| Q1 2022 | $600,000 | -36.0% | 8,403 | -34.4% | 0.01% | -38.1% |
| Q4 2021 | $937,000 | +12.1% | 12,803 | +3.3% | 0.02% | 0.0% |
| Q3 2021 | $836,000 | -1.4% | 12,391 | -0.1% | 0.02% | 0.0% |
| Q2 2021 | $848,000 | +5.6% | 12,407 | +0.8% | 0.02% | -4.5% |
| Q1 2021 | $803,000 | +12.0% | 12,308 | +2.3% | 0.02% | +4.8% |
| Q4 2020 | $717,000 | +70.7% | 12,036 | +49.5% | 0.02% | +50.0% |
| Q3 2020 | $420,000 | +2.9% | 8,052 | -1.1% | 0.01% | -6.7% |
| Q2 2020 | $408,000 | -78.0% | 8,140 | -80.5% | 0.02% | -82.4% |
| Q1 2020 | $1,851,000 | +209.5% | 41,815 | +320.1% | 0.08% | +269.6% |
| Q4 2019 | $598,000 | +4.9% | 9,954 | -1.0% | 0.02% | -8.0% |
| Q3 2019 | $570,000 | +73.3% | 10,051 | +71.7% | 0.02% | +78.6% |
| Q2 2019 | $329,000 | +26.5% | 5,855 | +23.2% | 0.01% | +16.7% |
| Q1 2019 | $260,000 | +3614.3% | 4,753 | +3928.0% | 0.01% | – |
| Q3 2018 | $7,000 | -97.3% | 118 | -97.6% | 0.00% | -100.0% |
| Q1 2018 | $264,000 | -14.3% | 4,989 | -11.4% | 0.01% | -21.4% |
| Q4 2017 | $308,000 | -51.6% | 5,628 | -54.2% | 0.01% | -53.3% |
| Q3 2017 | $637,000 | -16.8% | 12,296 | -19.4% | 0.03% | -25.0% |
| Q2 2017 | $766,000 | +1.6% | 15,254 | +0.5% | 0.04% | -7.0% |
| Q1 2017 | $754,000 | – | 15,181 | – | 0.04% | – |
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% |