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 | $523,544 | -3.8% | 8,122 | +0.1% | 0.10% | +1.0% |
| Q2 2023 | $544,301 | +1.6% | 8,113 | -0.7% | 0.10% | -9.0% |
| Q1 2023 | $535,592 | -1.0% | 8,167 | -0.3% | 0.11% | -7.5% |
| Q4 2022 | $541,034 | +12.5% | 8,195 | -0.3% | 0.12% | +6.2% |
| Q3 2022 | $481,000 | -6.2% | 8,222 | 0.0% | 0.11% | -1.7% |
| Q2 2022 | $513,000 | -12.9% | 8,222 | -0.4% | 0.12% | 0.0% |
| Q1 2022 | $589,000 | -2.5% | 8,251 | 0.0% | 0.12% | +3.6% |
| Q4 2021 | $604,000 | +8.4% | 8,251 | 0.0% | 0.11% | +4.7% |
| Q3 2021 | $557,000 | -1.2% | 8,251 | 0.0% | 0.11% | -2.8% |
| Q2 2021 | $564,000 | +4.6% | 8,251 | 0.0% | 0.11% | -5.2% |
| Q1 2021 | $539,000 | +9.6% | 8,251 | -0.3% | 0.12% | +3.6% |
| Q4 2020 | $492,000 | +13.9% | 8,272 | 0.0% | 0.11% | +4.7% |
| Q3 2020 | $432,000 | +4.1% | 8,272 | 0.0% | 0.11% | -2.8% |
| Q2 2020 | $415,000 | +13.1% | 8,272 | -0.1% | 0.11% | -0.9% |
| Q1 2020 | $367,000 | -26.5% | 8,284 | 0.0% | 0.11% | -13.4% |
| Q4 2019 | $499,000 | +5.7% | 8,284 | -0.4% | 0.13% | -3.1% |
| Q3 2019 | $472,000 | +1.3% | 8,314 | 0.0% | 0.13% | -0.8% |
| Q2 2019 | $466,000 | +2.4% | 8,314 | 0.0% | 0.13% | +0.8% |
| Q1 2019 | $455,000 | +11.0% | 8,314 | 0.0% | 0.13% | -0.8% |
| Q4 2018 | $410,000 | -9.3% | 8,314 | +3.1% | 0.13% | -1.5% |
| Q3 2018 | $452,000 | +4.6% | 8,062 | -0.8% | 0.13% | -1.5% |
| Q2 2018 | $432,000 | – | 8,129 | – | 0.14% | – |
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% |