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 | $156,673 | -4.3% | 2,431 | -0.4% | 0.02% | -3.8% |
| Q2 2023 | $163,750 | -29.7% | 2,441 | -31.3% | 0.03% | -58.1% |
| Q1 2023 | $232,967 | +447.7% | 3,552 | +451.6% | 0.06% | +264.7% |
| Q4 2022 | $42,537 | +11.9% | 644 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 644 | 0.0% | 0.02% | -10.5% |
| Q2 2022 | $40,000 | -13.0% | 644 | +0.2% | 0.02% | +5.6% |
| Q1 2022 | $46,000 | -4.2% | 643 | -2.9% | 0.02% | -14.3% |
| Q4 2021 | $48,000 | +6.7% | 662 | +0.2% | 0.02% | -8.7% |
| Q3 2021 | $45,000 | 0.0% | 661 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $45,000 | +4.7% | 661 | 0.0% | 0.02% | -17.2% |
| Q1 2021 | $43,000 | +10.3% | 661 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $39,000 | -50.6% | 660 | -56.6% | 0.03% | -59.7% |
| Q3 2020 | $79,000 | -38.3% | 1,521 | -40.5% | 0.07% | -43.8% |
| Q2 2020 | $128,000 | +13.3% | 2,557 | +0.6% | 0.13% | +43.8% |
| Q1 2020 | $113,000 | -57.5% | 2,543 | -42.5% | 0.09% | -44.7% |
| Q4 2019 | $266,000 | – | 4,419 | – | 0.16% | – |
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% |