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 2021 | $8,305,000 | -4.7% | 123,078 | -3.4% | 4.65% | -4.6% |
| Q2 2021 | $8,713,000 | +6.9% | 127,441 | +2.1% | 4.88% | -0.9% |
| Q1 2021 | $8,147,000 | +15.2% | 124,801 | +5.0% | 4.92% | +3.9% |
| Q4 2020 | $7,075,000 | -22.0% | 118,840 | -31.6% | 4.74% | -31.6% |
| Q3 2020 | $9,070,000 | +6.5% | 173,791 | +2.2% | 6.92% | -1.7% |
| Q2 2020 | $8,518,000 | +4.3% | 169,979 | -7.9% | 7.04% | -13.4% |
| Q1 2020 | $8,168,000 | -28.8% | 184,515 | -3.3% | 8.14% | -7.5% |
| Q4 2019 | $11,471,000 | +3.4% | 190,808 | -2.4% | 8.79% | -1.5% |
| Q3 2019 | $11,091,000 | -0.6% | 195,506 | -1.7% | 8.92% | -1.2% |
| Q2 2019 | $11,160,000 | +6.3% | 198,793 | +3.7% | 9.03% | -0.7% |
| Q1 2019 | $10,496,000 | +14.2% | 191,748 | +2.8% | 9.09% | -15.5% |
| Q4 2018 | $9,192,000 | -4.8% | 186,490 | +8.3% | 10.77% | +9.7% |
| Q3 2018 | $9,653,000 | -3.2% | 172,138 | -8.3% | 9.82% | +6.8% |
| Q2 2018 | $9,973,000 | +3.3% | 187,749 | +2.8% | 9.19% | +0.2% |
| Q1 2018 | $9,652,000 | -5.2% | 182,657 | -1.9% | 9.17% | -5.9% |
| Q4 2017 | $10,182,000 | – | 186,249 | – | 9.74% | – |
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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% |