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 | $2,974,165 | +67.0% | 46,140 | +73.8% | 0.01% | +60.0% |
| Q2 2023 | $1,781,328 | +4.5% | 26,551 | +2.2% | 0.01% | +25.0% |
| Q1 2023 | $1,704,494 | +37116.0% | 25,991 | -62.5% | 0.00% | -66.7% |
| Q4 2022 | $4,580 | -99.8% | 69,361 | +56.5% | 0.01% | +50.0% |
| Q3 2022 | $2,593,000 | -16.7% | 44,321 | -11.1% | 0.01% | -11.1% |
| Q2 2022 | $3,112,000 | +19.6% | 49,848 | +36.8% | 0.01% | +50.0% |
| Q1 2022 | $2,602,000 | +139.2% | 36,450 | +145.3% | 0.01% | +100.0% |
| Q4 2021 | $1,088,000 | +13.6% | 14,858 | +4.6% | 0.00% | +50.0% |
| Q3 2021 | $958,000 | +7.5% | 14,198 | +8.9% | 0.00% | 0.0% |
| Q2 2021 | $891,000 | +23.1% | 13,038 | +17.6% | 0.00% | 0.0% |
| Q1 2021 | $724,000 | +81.5% | 11,090 | +65.3% | 0.00% | +100.0% |
| Q4 2020 | $399,000 | -76.3% | 6,707 | -82.4% | 0.00% | -87.5% |
| Q1 2020 | $1,682,000 | +268.9% | 38,000 | +310.5% | 0.01% | +166.7% |
| Q4 2018 | $456,000 | – | 9,256 | – | 0.00% | – |
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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% |