SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,286,000 | +8.2% | 65,574 | -4.6% | 1.59% | +38.6% |
| Q1 2020 | $3,037,000 | -24.0% | 68,703 | +3.5% | 1.15% | +6.6% |
| Q4 2019 | $3,994,000 | +5.0% | 66,402 | -1.0% | 1.08% | +6.6% |
| Q3 2019 | $3,803,000 | +0.8% | 67,063 | -0.3% | 1.01% | +6.9% |
| Q2 2019 | $3,773,000 | +0.8% | 67,250 | -1.8% | 0.94% | +2.5% |
| Q1 2019 | $3,744,000 | -33.4% | 68,461 | -39.9% | 0.92% | -29.5% |
| Q4 2018 | $5,618,000 | +46.6% | 113,971 | +66.9% | 1.31% | +66.6% |
| Q3 2018 | $3,831,000 | +5.2% | 68,305 | -0.3% | 0.78% | -6.8% |
| Q2 2018 | $3,641,000 | -0.4% | 68,544 | -1.0% | 0.84% | -21.2% |
| Q1 2018 | $3,657,000 | -3.9% | 69,209 | -0.5% | 1.07% | -6.6% |
| Q4 2017 | $3,804,000 | +4.0% | 69,585 | -1.4% | 1.14% | +42.8% |
| Q3 2017 | $3,656,000 | -1.2% | 70,559 | -4.0% | 0.80% | -10.6% |
| Q2 2017 | $3,702,000 | -0.7% | 73,474 | -2.1% | 0.90% | -3.3% |
| Q1 2017 | $3,727,000 | +39.1% | 75,024 | +26.3% | 0.93% | +36.6% |
| Q3 2016 | $2,679,000 | – | 59,386 | – | 0.68% | – |
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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% |