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 | $857,462 | +5.7% | 13,302 | +10.0% | 0.01% | +7.7% |
| Q2 2023 | $811,317 | -6.7% | 12,093 | -8.8% | 0.01% | -13.3% |
| Q1 2023 | $870,012 | +2.1% | 13,266 | +2.7% | 0.02% | -6.2% |
| Q4 2022 | $852,378 | +0.8% | 12,911 | -10.7% | 0.02% | -11.1% |
| Q3 2022 | $846,000 | -6.4% | 14,454 | -0.2% | 0.02% | -5.3% |
| Q2 2022 | $904,000 | +153.9% | 14,485 | +190.7% | 0.02% | +137.5% |
| Q1 2022 | $356,000 | +9.2% | 4,982 | +11.8% | 0.01% | +14.3% |
| Q4 2021 | $326,000 | -24.0% | 4,458 | -29.9% | 0.01% | -22.2% |
| Q3 2021 | $429,000 | +34.9% | 6,360 | +36.7% | 0.01% | +12.5% |
| Q2 2021 | $318,000 | +5.0% | 4,653 | +0.3% | 0.01% | +14.3% |
| Q1 2021 | $303,000 | +20.2% | 4,637 | +9.8% | 0.01% | 0.0% |
| Q4 2020 | $252,000 | – | 4,225 | – | 0.01% | – |
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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% |