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 | $16,302,941 | -15.1% | 252,916 | -11.6% | 0.12% | -9.5% |
| Q2 2023 | $19,197,468 | -16.6% | 286,145 | -18.5% | 0.14% | -38.8% |
| Q1 2023 | $23,025,609 | +5822.3% | 351,107 | +5862.1% | 0.22% | +4380.0% |
| Q4 2022 | $388,792 | +1.8% | 5,889 | -0.1% | 0.01% | 0.0% |
| Q3 2022 | $382,000 | -3.5% | 5,896 | -7.1% | 0.01% | 0.0% |
| Q2 2022 | $396,000 | -14.3% | 6,346 | -2.1% | 0.01% | 0.0% |
| Q1 2022 | $462,000 | -0.2% | 6,482 | +2.3% | 0.01% | 0.0% |
| Q4 2021 | $463,000 | +72.1% | 6,339 | +61.3% | 0.01% | +25.0% |
| Q3 2021 | $269,000 | -0.7% | 3,931 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $271,000 | +4.6% | 3,966 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $259,000 | +29.5% | 3,965 | +17.5% | 0.00% | 0.0% |
| Q4 2020 | $200,000 | – | 3,374 | – | 0.00% | – |
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% |