SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,454,000 | +12.7% | 68,934 | -0.4% | 1.65% | -2.1% |
| Q1 2020 | $3,064,000 | -63.8% | 69,223 | -50.8% | 1.68% | +4.3% |
| Q4 2019 | $8,460,000 | +112.0% | 140,728 | +100.0% | 1.62% | -1.3% |
| Q3 2019 | $3,991,000 | +6.1% | 70,360 | +5.0% | 1.64% | -2.8% |
| Q2 2019 | $3,763,000 | +3.1% | 67,031 | +0.5% | 1.68% | +0.5% |
| Q1 2019 | $3,649,000 | -42.3% | 66,677 | -48.1% | 1.68% | -1.8% |
| Q4 2018 | $6,328,000 | +4.8% | 128,404 | +19.2% | 1.70% | +13.7% |
| Q3 2018 | $6,038,000 | +12.5% | 107,694 | +6.6% | 1.50% | +10.4% |
| Q2 2018 | $5,366,000 | +148.5% | 101,018 | +147.2% | 1.36% | +20.9% |
| Q1 2018 | $2,159,000 | +84.5% | 40,863 | +80.9% | 1.12% | +58.3% |
| Q3 2017 | $1,170,000 | +12.0% | 22,587 | +8.5% | 0.71% | +16.0% |
| Q2 2017 | $1,045,000 | -99.9% | 20,824 | +12.2% | 0.61% | +24.1% |
| Q1 2017 | $916,133,000 | +9.8% | 18,564 | +7.0% | 0.49% | +3.6% |
| Q4 2016 | $834,313,000 | -46.4% | 17,349 | -49.2% | 0.48% | +3.5% |
| Q3 2016 | $1,555,418,000 | +0.8% | 34,140 | -0.9% | 0.46% | -13.4% |
| Q2 2016 | $1,542,924,000 | +7.5% | 34,448 | +3.6% | 0.53% | +12.5% |
| Q1 2016 | $1,435,794,000 | +7.6% | 33,236 | +5.7% | 0.47% | +3.1% |
| Q4 2015 | $1,334,568,000 | +118.8% | 31,446 | +105.3% | 0.46% | +2.7% |
| Q3 2015 | $609,962,000 | -10.0% | 15,318 | -2.7% | 0.45% | -0.4% |
| Q2 2015 | $677,378,000 | -51.0% | 15,742 | -50.8% | 0.45% | -1.1% |
| Q1 2015 | $1,383,514,000 | – | 31,974 | – | 0.45% | – |
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% |