HCR Wealth Advisors - SCHWAB STRATEGIC TR ownership

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
HCR Wealth Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$40,000
+42.9%
679
+28.1%
0.01%
+33.3%
Q3 2020$28,000
-9.7%
530
-15.5%
0.01%
-14.3%
Q2 2020$31,000
+3.3%
627
-6.0%
0.01%
-22.2%
Q1 2020$30,000
-25.0%
6670.0%0.01%
-10.0%
Q4 2019$40,0006670.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 6,297,083$374,865,00019.29%
Treybourne Wealth Planners, Inc. 366,639$21,826,00015.72%
APPLETON GROUP, LLC 254,812$15,169,00014.80%
Mokosak Advisory Group, LLC 482,360$28,720,00013.72%
Reby Advisors, LLC 792,867$47,199,00012.36%
BALLAST ADVISORS LLC 363,562$21,643,00011.15%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 272,604$16,228,0009.64%
GenWealth Group, Inc. 459,420$27,349,0009.06%
Northern Capital Management, Inc. 154,928$9,223,0008.98%
Krilogy Financial LLC 1,199,885$71,429,0008.57%
View complete list of SCHWAB STRATEGIC TR shareholders