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 | $6,394,811 | -2.7% | 99,206 | +1.2% | 4.21% | +0.7% |
Q2 2023 | $6,574,262 | +4.1% | 97,992 | +1.8% | 4.18% | +0.7% |
Q1 2023 | $6,313,083 | -1.5% | 96,265 | -0.8% | 4.15% | -6.2% |
Q4 2022 | $6,408,713 | +24.5% | 97,072 | +10.4% | 4.42% | +13.1% |
Q3 2022 | $5,146,000 | -1.7% | 87,956 | +4.9% | 3.91% | +7.1% |
Q2 2022 | $5,236,000 | -7.8% | 83,886 | +5.5% | 3.65% | +7.2% |
Q1 2022 | $5,677,000 | +11.0% | 79,515 | +13.8% | 3.41% | +15.6% |
Q4 2021 | $5,114,000 | +13.6% | 69,843 | +4.7% | 2.95% | +4.9% |
Q3 2021 | $4,500,000 | +4.3% | 66,690 | +5.6% | 2.81% | +3.7% |
Q2 2021 | $4,316,000 | +22.6% | 63,133 | +17.5% | 2.71% | +15.2% |
Q1 2021 | $3,519,000 | +70.0% | 53,730 | +54.5% | 2.35% | +56.4% |
Q4 2020 | $2,070,000 | +30.4% | 34,766 | +14.4% | 1.50% | +9.5% |
Q3 2020 | $1,587,000 | +9.1% | 30,400 | +4.8% | 1.37% | +4.5% |
Q2 2020 | $1,454,000 | +15.0% | 29,017 | +1.6% | 1.31% | -1.6% |
Q1 2020 | $1,264,000 | -15.8% | 28,559 | +14.3% | 1.34% | +3.9% |
Q4 2019 | $1,502,000 | – | 24,990 | – | 1.29% | – |
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% |