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 | $2,063 | -94.2% | 32 | -94.0% | 0.00% | -100.0% |
| Q2 2023 | $35,692 | +2.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,889 | -0.7% | 532 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35,123 | +13.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -59.7% | 532 | -57.0% | 0.00% | -60.0% |
| Q2 2022 | $77,000 | -12.5% | 1,237 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $88,000 | -2.2% | 1,237 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $90,000 | +11.1% | 1,226 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $81,000 | -1.2% | 1,205 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $82,000 | +3.8% | 1,205 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $79,000 | +9.7% | 1,205 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $72,000 | +94.6% | 1,205 | +70.9% | 0.01% | +62.5% |
| Q3 2020 | $37,000 | +19.4% | 705 | -0.7% | 0.01% | +60.0% |
| Q1 2020 | $31,000 | +29.2% | 710 | +73.2% | 0.01% | +66.7% |
| Q4 2019 | $24,000 | – | 410 | – | 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% |