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 | $522,776 | -4.3% | 8,110 | -0.4% | 0.10% | 0.0% |
| Q2 2023 | $546,155 | +2.6% | 8,141 | +0.3% | 0.10% | -6.4% |
| Q1 2023 | $532,074 | -5.0% | 8,113 | -4.4% | 0.11% | -14.8% |
| Q4 2022 | $559,952 | +10.4% | 8,482 | -2.2% | 0.13% | -3.8% |
| Q3 2022 | $507,000 | -6.6% | 8,670 | -0.3% | 0.13% | -4.3% |
| Q2 2022 | $543,000 | -16.2% | 8,698 | -4.1% | 0.14% | -7.9% |
| Q1 2022 | $648,000 | -2.1% | 9,071 | +0.4% | 0.15% | -5.6% |
| Q4 2021 | $662,000 | +52.2% | 9,037 | +40.1% | 0.16% | +35.6% |
| Q3 2021 | $435,000 | -6.5% | 6,449 | -5.2% | 0.12% | -6.3% |
| Q2 2021 | $465,000 | +3.3% | 6,806 | -1.3% | 0.13% | -9.4% |
| Q1 2021 | $450,000 | +8.4% | 6,893 | -1.1% | 0.14% | -2.8% |
| Q4 2020 | $415,000 | +8.1% | 6,970 | -5.2% | 0.14% | -7.1% |
| Q3 2020 | $384,000 | +2.9% | 7,355 | -1.1% | 0.15% | -1.3% |
| Q2 2020 | $373,000 | +13.4% | 7,434 | +0.1% | 0.16% | -3.1% |
| Q1 2020 | $329,000 | -35.2% | 7,430 | -12.1% | 0.16% | -34.0% |
| Q4 2019 | $508,000 | +5.0% | 8,453 | -1.0% | 0.24% | -11.3% |
| Q3 2019 | $484,000 | -6.9% | 8,539 | -7.8% | 0.28% | -10.4% |
| Q2 2019 | $520,000 | -9.4% | 9,264 | -11.6% | 0.31% | -16.3% |
| Q1 2019 | $574,000 | +11.5% | 10,484 | +0.3% | 0.37% | -2.7% |
| Q4 2018 | $515,000 | – | 10,454 | – | 0.38% | – |
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% |