SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,348 | -3.9% | 8,755 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $587,373 | +2.3% | 8,755 | 0.0% | 0.12% | +0.8% |
| Q1 2023 | $574,153 | -0.7% | 8,755 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $578,000 | +12.9% | 8,755 | 0.0% | 0.12% | -0.8% |
| Q3 2022 | $512,000 | -6.2% | 8,755 | 0.0% | 0.12% | +4.2% |
| Q2 2022 | $546,000 | -12.6% | 8,755 | 0.0% | 0.12% | -4.0% |
| Q1 2022 | $625,000 | -2.5% | 8,755 | 0.0% | 0.12% | -3.8% |
| Q4 2021 | $641,000 | +8.5% | 8,755 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $591,000 | -1.3% | 8,755 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $599,000 | +4.7% | 8,755 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $572,000 | +9.8% | 8,755 | 0.0% | 0.13% | +1.6% |
| Q4 2020 | $521,000 | -15.4% | 8,755 | -25.8% | 0.13% | -25.9% |
| Q3 2020 | $616,000 | -65.3% | 11,800 | -66.7% | 0.17% | -64.4% |
| Q2 2020 | $1,777,000 | +13.2% | 35,457 | 0.0% | 0.49% | +2.9% |
| Q1 2020 | $1,570,000 | +10.4% | 35,457 | +49.9% | 0.48% | +44.4% |
| Q4 2019 | $1,422,000 | -47.0% | 23,657 | -50.0% | 0.33% | +1.2% |
| Q3 2019 | $2,684,000 | +102.1% | 47,314 | +100.0% | 0.32% | +4.8% |
| Q2 2019 | $1,328,000 | +2.5% | 23,657 | 0.0% | 0.31% | -2.5% |
| Q1 2019 | $1,295,000 | +28.5% | 23,657 | +15.7% | 0.32% | +12.4% |
| Q4 2018 | $1,008,000 | -12.1% | 20,450 | 0.0% | 0.28% | -12.7% |
| Q3 2018 | $1,147,000 | +5.6% | 20,450 | 0.0% | 0.32% | -0.3% |
| Q2 2018 | $1,086,000 | +0.5% | 20,450 | 0.0% | 0.32% | -3.3% |
| Q1 2018 | $1,081,000 | -3.4% | 20,450 | 0.0% | 0.34% | -7.9% |
| Q4 2017 | $1,119,000 | – | 20,450 | – | 0.36% | – |
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% |