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 | $231,397 | +1.0% | 3,590 | +12.0% | 0.02% | -26.7% |
| Q1 2022 | $229,000 | -14.9% | 3,205 | -12.8% | 0.03% | -16.7% |
| Q4 2021 | $269,000 | -3.9% | 3,677 | -11.7% | 0.04% | -10.0% |
| Q3 2021 | $280,000 | -16.4% | 4,163 | -15.3% | 0.04% | -2.4% |
| Q2 2021 | $335,000 | -36.4% | 4,913 | -39.2% | 0.04% | -52.9% |
| Q1 2021 | $527,000 | -20.9% | 8,080 | -27.8% | 0.09% | -37.9% |
| Q4 2020 | $666,000 | -99.9% | 11,195 | +7.2% | 0.14% | -50.7% |
| Q3 2020 | $565,910,000 | +6.2% | 10,445 | +0.1% | 0.28% | -4.1% |
| Q2 2020 | $532,764,000 | – | 10,430 | – | 0.30% | – |
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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% |