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 | $391 | -11.7% | 6,070 | -6.9% | 0.08% | -27.8% |
| Q4 2022 | $443 | -99.9% | 6,520 | 0.0% | 0.11% | -1.8% |
| Q3 2022 | $381,000 | -6.4% | 6,520 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $407,000 | -12.5% | 6,520 | 0.0% | 0.11% | -5.1% |
| Q1 2022 | $465,000 | -2.5% | 6,520 | 0.0% | 0.12% | -0.8% |
| Q4 2021 | $477,000 | +7.0% | 6,520 | 0.0% | 0.12% | -21.9% |
| Q2 2021 | $446,000 | +4.7% | 6,520 | 0.0% | 0.15% | +10.2% |
| Q1 2021 | $426,000 | +9.8% | 6,520 | 0.0% | 0.14% | +25.7% |
| Q4 2020 | $388,000 | +14.1% | 6,520 | 0.0% | 0.11% | -4.4% |
| Q3 2020 | $340,000 | +4.3% | 6,520 | 0.0% | 0.11% | -3.4% |
| Q2 2020 | $326,000 | +12.8% | 6,520 | 0.0% | 0.12% | -0.8% |
| Q1 2020 | $289,000 | -26.3% | 6,520 | 0.0% | 0.12% | -1.7% |
| Q4 2019 | $392,000 | +5.9% | 6,520 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $370,000 | +1.1% | 6,520 | 0.0% | 0.12% | +0.8% |
| Q2 2019 | $366,000 | +2.5% | 6,520 | 0.0% | 0.12% | +2.6% |
| Q1 2019 | $357,000 | +11.2% | 6,520 | 0.0% | 0.12% | +0.9% |
| Q4 2018 | $321,000 | -12.3% | 6,520 | 0.0% | 0.12% | 0.0% |
| Q3 2018 | $366,000 | – | 6,520 | – | 0.12% | – |
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% |