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 | $11,062,643 | -5.4% | 171,620 | -1.6% | 0.43% | -2.9% |
| Q2 2023 | $11,696,019 | -0.7% | 174,333 | -2.9% | 0.44% | -8.1% |
| Q1 2023 | $11,773,761 | -2.8% | 179,533 | -2.1% | 0.48% | -10.9% |
| Q4 2022 | $12,108,624 | +11.2% | 183,408 | -1.5% | 0.54% | -3.2% |
| Q3 2022 | $10,889,000 | -4.4% | 186,109 | +2.0% | 0.56% | -25.7% |
| Q2 2022 | $11,388,000 | -14.7% | 182,442 | -2.4% | 0.75% | +0.9% |
| Q1 2022 | $13,343,000 | -5.9% | 186,902 | -3.5% | 0.75% | -0.4% |
| Q4 2021 | $14,181,000 | +8.0% | 193,682 | -0.5% | 0.75% | -3.5% |
| Q3 2021 | $13,134,000 | +1.1% | 194,631 | +2.4% | 0.78% | +0.8% |
| Q2 2021 | $12,996,000 | +48.4% | 190,088 | +41.7% | 0.77% | +28.7% |
| Q1 2021 | $8,755,000 | +12.3% | 134,115 | +2.4% | 0.60% | +3.5% |
| Q4 2020 | $7,796,000 | +24.0% | 130,963 | +8.7% | 0.58% | +6.2% |
| Q3 2020 | $6,285,000 | +11.4% | 120,426 | +7.0% | 0.54% | -1.6% |
| Q2 2020 | $5,641,000 | +27.2% | 112,577 | +12.4% | 0.55% | -8.0% |
| Q1 2020 | $4,434,000 | -15.9% | 100,155 | +14.2% | 0.60% | +7.3% |
| Q4 2019 | $5,274,000 | +34.5% | 87,729 | +26.9% | 0.56% | +8.3% |
| Q3 2019 | $3,921,000 | +6.1% | 69,116 | +5.0% | 0.52% | +7.9% |
| Q2 2019 | $3,695,000 | +11.6% | 65,825 | +8.9% | 0.48% | -2.0% |
| Q1 2019 | $3,310,000 | +12.5% | 60,465 | +1.3% | 0.49% | -15.5% |
| Q4 2018 | $2,942,000 | +61.4% | 59,691 | +83.7% | 0.58% | +109.4% |
| Q3 2018 | $1,823,000 | +2.6% | 32,502 | -2.8% | 0.28% | -31.6% |
| Q2 2018 | $1,776,000 | +10.5% | 33,426 | +9.9% | 0.40% | -0.5% |
| Q1 2018 | $1,607,000 | +20.1% | 30,407 | +24.2% | 0.41% | -19.4% |
| Q4 2017 | $1,338,000 | – | 24,477 | – | 0.50% | – |
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% |