SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,000 | -60.0% | 31 | -55.1% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | +150.0% | 69 | +122.6% | 0.00% | +100.0% |
| Q3 2021 | $2,000 | -89.5% | 31 | -88.6% | 0.00% | -85.7% |
| Q2 2021 | $19,000 | +5.6% | 271 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +12.5% | 270 | +2.3% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 264 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 262 | +1.2% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 259 | +0.8% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -26.7% | 257 | +0.8% | 0.01% | -22.2% |
| Q4 2019 | $15,000 | +7.1% | 255 | +1.2% | 0.01% | +12.5% |
| Q3 2019 | $14,000 | 0.0% | 252 | +1.2% | 0.01% | -11.1% |
| Q2 2019 | $14,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | – | 249 | – | 0.01% | – |
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% |