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 | $27,073 | -8.3% | 420 | -4.5% | 0.01% | 0.0% |
| Q2 2023 | $29,520 | +2.3% | 440 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $28,855 | -0.7% | 440 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $29,049 | +11.7% | 440 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $26,000 | -3.7% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -12.9% | 440 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $31,000 | -3.1% | 440 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $32,000 | +6.7% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +3.4% | 440 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $29,000 | +11.5% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $26,000 | +13.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +4.5% | 440 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $22,000 | +15.8% | 440 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $19,000 | -93.7% | 440 | -91.3% | 0.01% | -91.6% |
| Q4 2019 | $303,000 | +5.9% | 5,042 | 0.0% | 0.17% | +3.1% |
| Q3 2019 | $286,000 | -75.3% | 5,042 | -75.6% | 0.16% | -77.6% |
| Q2 2019 | $1,159,000 | +2.6% | 20,640 | 0.0% | 0.72% | -28.0% |
| Q1 2019 | $1,130,000 | +11.1% | 20,640 | 0.0% | 1.00% | -6.8% |
| Q4 2018 | $1,017,000 | – | 20,640 | – | 1.07% | – |
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% |