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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $231,000 | +4.5% | 3,160 | -3.7% | 0.12% | -8.3% |
| Q3 2021 | $221,000 | -58.5% | 3,282 | -57.8% | 0.13% | -61.4% |
| Q2 2021 | $532,000 | -2.4% | 7,777 | -6.9% | 0.34% | -10.4% |
| Q1 2021 | $545,000 | +25.9% | 8,352 | +14.8% | 0.38% | +22.2% |
| Q4 2020 | $433,000 | +22.0% | 7,273 | +6.9% | 0.32% | +12.1% |
| Q3 2020 | $355,000 | +12.0% | 6,802 | +7.7% | 0.28% | +4.9% |
| Q2 2020 | $317,000 | +8.2% | 6,318 | -4.6% | 0.27% | -13.5% |
| Q1 2020 | $293,000 | -17.0% | 6,620 | +12.8% | 0.31% | +1.6% |
| Q4 2019 | $353,000 | +5.4% | 5,869 | -0.5% | 0.30% | -3.8% |
| Q3 2019 | $335,000 | -13.4% | 5,899 | -13.9% | 0.32% | -10.7% |
| Q2 2019 | $387,000 | +22.9% | 6,855 | +19.2% | 0.36% | +29.6% |
| Q1 2019 | $315,000 | +47.2% | 5,750 | +32.1% | 0.27% | +36.3% |
| Q4 2018 | $214,000 | – | 4,354 | – | 0.20% | – |
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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% |