SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,979,000 | +125.9% | 82,815 | +113.1% | 0.03% | +112.5% |
| Q3 2019 | $2,204,000 | +4.0% | 38,871 | +2.9% | 0.02% | 0.0% |
| Q2 2019 | $2,120,000 | +22.8% | 37,765 | +19.7% | 0.02% | +14.3% |
| Q1 2019 | $1,727,000 | +62.5% | 31,545 | +46.3% | 0.01% | +40.0% |
| Q4 2018 | $1,063,000 | -17.3% | 21,560 | -5.9% | 0.01% | -23.1% |
| Q3 2018 | $1,285,000 | +15.9% | 22,911 | +9.7% | 0.01% | -13.3% |
| Q2 2018 | $1,109,000 | -5.9% | 20,877 | -6.4% | 0.02% | -6.2% |
| Q1 2018 | $1,179,000 | +2.7% | 22,306 | +6.3% | 0.02% | +6.7% |
| Q4 2017 | $1,148,000 | +49.7% | 20,985 | +41.7% | 0.02% | +25.0% |
| Q3 2017 | $767,000 | -7.6% | 14,805 | -10.5% | 0.01% | -20.0% |
| Q2 2017 | $830,000 | +36.7% | 16,544 | +35.5% | 0.02% | +25.0% |
| Q1 2017 | $607,000 | -2.6% | 12,210 | -5.8% | 0.01% | -14.3% |
| Q4 2016 | $623,000 | +195.3% | 12,962 | +179.2% | 0.01% | +180.0% |
| Q3 2016 | $211,000 | +56.3% | 4,642 | +52.6% | 0.01% | +25.0% |
| Q2 2016 | $135,000 | – | 3,041 | – | 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% |